Professional sector-specific stock evaluation
Our dashboard evaluates stocks through two research-validated profiles: Academic (50% quality/ROIC-focused) and Growth-Based (40% growth/revenue momentum). Each stock is scored across four dimensions: Quality (ROIC, FCF, margins), Growth (revenue/EPS trends), Valuation (PEG, P/E), and Historical (moat durability).
Dual-Profile Intelligence: Toggle instantly between frameworks built on McKinsey ROIC studies, Wharton research, and Damodaran valuation theory.
Sector-Specific Benchmarks: Technology stocks need 25%+ ROIC and tolerate 50x P/E. Utilities target 7% ROIC and emphasize dividends (40% weight). Financials accept 8x debt/equity. Energy requires 8%+ FCF yield with cyclical adjustments. Each of 11 sectors judged by industry-appropriate metrics.
Complete Transparency: Click any stock for full breakdownβevery score component, sector benchmark comparison, and research methodology explained. Professional-grade analysis with zero black boxes.
McKinsey ROIC persistence study + Damodaran value framework - Quality-focused approach where ROIC dominance drives long-term returns.
| Stock Price | Sector |
P/E Forward |
PEG | Debt/Eq Current R. |
ROE Profit M. |
FCF/Share FCF Yield |
Sales 5Y CAGR |
EPS 5Y CAGR |
Recent Growth TTM |
Val (0-10) |
Quality (0-10) |
Growth (0-10) |
Historical (0-10) |
Trust (0-10) |
Total |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 10.0 | 9.4 | 9.2 | 9.7 | 9.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 10.0 | 9.5 | 9.3 | 7.6 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 10.0 | 10.0 | 9.3 | 5.5 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 10.0 | 8.8 | 9.1 | 9.5 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 10.0 | 9.8 | 9.0 | 5.3 | 9.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 9.9 | 8.8 | 8.9 | 10.0 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.8 | 9.2 | 9.5 | 9.4 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.9 | 9.4 | 8.2 | 4.9 | 9.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 10.0 | 8.4 | 8.2 | 5.4 | 9.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.6 | 8.4 | 9.8 | 8.8 | 9.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 10.0 | 9.5 | 7.8 | 7.1 | 9.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 9.8 | 8.2 | 8.5 | 5.6 | 9.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 9.5 | 9.3 | 9.4 | 8.9 | 9.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 9.7 | 9.5 | 7.9 | 4.6 | 9.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.8 | 8.0 | 8.6 | 9.9 | 9.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.7 | 9.4 | 9.3 | 9.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 9.3 | 9.2 | 9.4 | 5.3 | 9.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.8 | 9.8 | 6.6 | 6.1 | 9.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.5 | 6.1 | 2.5 | 9.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.8 | 8.6 | 6.3 | 2.3 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.5 | 8.9 | 7.5 | 7.2 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.7 | 8.8 | 7.7 | 8.4 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.6 | 8.7 | 8.2 | 9.1 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.2 | 9.5 | 9.3 | 7.9 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.6 | 9.0 | 6.8 | 2.9 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 10.0 | 9.2 | 6.1 | 9.8 | 9.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.9 | 7.9 | 5.9 | 3.6 | 9.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.4 | 8.4 | 8.8 | 5.3 | 9.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.4 | 8.8 | 7.9 | 4.4 | 9.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.5 | 9.7 | 6.8 | 2.8 | 9.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 9.5 | 8.1 | 7.4 | 6.3 | 9.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 10.0 | 8.0 | 5.2 | 1.5 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.5 | 8.9 | 7.1 | 6.9 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.5 | 8.4 | 7.3 | 8.5 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.5 | 8.2 | 7.7 | 9.1 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.0 | 9.0 | 9.1 | 8.6 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 9.1 | 9.1 | 8.2 | 5.0 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 8.8 | 9.5 | 8.9 | 7.8 | 8.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 8.3 | 6.9 | 9.7 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.7 | 8.3 | 5.2 | 1.5 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.5 | 9.5 | 6.4 | 3.2 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.8 | 8.8 | 4.9 | 1.4 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 9.2 | 8.0 | 7.4 | 4.1 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 9.1 | 8.8 | 7.8 | 4.0 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.7 | 7.7 | 6.6 | 2.4 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 9.7 | 8.4 | 5.7 | 1.1 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.2 | 8.8 | 7.9 | 6.8 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.8 | 8.2 | 6.0 | 1.7 | 8.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.4 | 8.3 | 6.9 | 8.3 | 8.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 9.0 | 8.0 | 8.4 | 9.9 | 8.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.8 | 7.7 | 9.1 | 10.0 | 8.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.2 | 8.7 | 6.7 | 9.8 | 8.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 9.0 | 7.5 | 8.5 | 8.0 | 8.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.4 | 8.0 | 5.3 | 4.6 | 8.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.9 | 8.6 | 7.6 | 7.4 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.4 | 8.8 | 9.1 | 7.9 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.5 | 8.8 | 7.8 | 4.6 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.7 | 8.0 | 7.3 | 3.3 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.9 | 8.2 | 6.9 | 7.1 | 8.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.5 | 9.2 | 7.0 | 2.7 | 8.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.8 | 7.5 | 8.2 | 9.0 | 8.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 8.3 | 8.6 | 8.9 | 9.2 | 8.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 9.0 | 7.8 | 6.5 | 2.2 | 8.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 9.2 | 7.6 | 4.8 | 0.6 | 8.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.6 | 8.3 | 7.9 | 7.9 | 8.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.4 | 7.9 | 7.6 | 4.4 | 8.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.2 | 8.5 | 8.8 | 5.1 | 8.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.4 | 7.8 | 8.0 | 9.6 | 8.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 7.8 | 8.9 | 9.2 | 5.4 | 8.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 8.4 | 8.7 | 6.5 | 2.1 | 8.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.7 | 8.1 | 7.0 | 2.8 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.6 | 9.0 | 7.4 | 7.2 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.6 | 8.6 | 6.9 | 6.0 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 8.2 | 8.9 | 7.8 | 6.4 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 8.4 | 8.3 | 8.2 | 7.8 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 8.7 | 8.2 | 6.9 | 8.4 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.7 | 7.7 | 6.8 | 9.3 | 8.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 8.0 | 8.2 | 8.9 | 9.7 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 8.3 | 10.0 | 6.0 | 1.8 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.3 | 7.5 | 7.7 | 8.5 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.6 | 7.0 | 6.0 | 3.7 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.8 | 10.0 | 7.6 | 4.0 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.7 | 7.2 | 6.3 | 2.9 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.4 | 8.1 | 0.5 | 1.0 | 8.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 8.2 | 8.0 | 7.3 | 7.3 | 7.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.4 | 7.5 | 7.0 | 6.8 | 7.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 7.8 | 8.0 | 9.4 | 7.4 | 7.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.7 | 8.3 | 4.5 | 0.2 | 7.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.6 | 6.8 | 5.7 | 4.2 | 7.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.6 | 9.0 | 8.8 | 9.2 | 7.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.0 | 7.0 | 8.1 | 8.2 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.4 | 6.8 | 6.0 | 1.7 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.4 | 8.1 | 5.9 | 4.7 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 7.5 | 8.4 | 8.6 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 8.1 | 6.8 | 6.6 | 0.9 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 8.0 | 8.8 | 7.3 | 6.9 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.3 | 7.2 | 6.6 | 6.9 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 7.8 | 8.9 | 7.5 | 3.9 | 7.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 7.8 | 8.4 | 7.3 | 3.4 | 7.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 7.8 | 8.2 | 7.7 | 8.9 | 7.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 7.9 | 8.4 | 7.2 | 3.2 | 7.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 7.5 | 8.0 | 9.4 | 8.7 | 7.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.3 | 7.2 | 6.0 | 7.0 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 7.7 | 7.8 | 7.9 | 7.7 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 7.8 | 8.4 | 7.3 | 4.0 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 7.7 | 7.5 | 8.2 | 9.5 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 7.0 | 9.0 | 9.0 | 5.1 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.3 | 8.6 | 7.9 | 7.2 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 7.5 | 6.8 | 8.4 | 4.9 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 7.3 | 7.3 | 8.6 | 5.2 | 7.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.2 | 8.6 | 4.7 | 0.4 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.5 | 8.8 | 8.9 | 9.8 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.0 | 7.7 | 6.5 | 6.3 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 7.2 | 7.7 | 8.6 | 7.7 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 8.3 | 7.5 | 4.9 | 2.9 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.5 | 7.5 | 7.2 | 3.8 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.7 | 7.6 | 7.7 | 8.0 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.5 | 7.6 | 7.8 | 8.2 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 7.3 | 8.0 | 8.2 | 5.7 | 7.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.4 | 7.3 | 8.8 | 8.9 | 7.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.6 | 9.0 | 4.7 | 0.7 | 7.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.4 | 8.2 | 7.5 | 9.4 | 7.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 7.1 | 7.9 | 7.8 | 4.5 | 7.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.7 | 7.8 | 5.4 | 3.8 | 7.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.1 | 8.5 | 7.7 | 9.0 | 7.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 7.1 | 7.6 | 7.2 | 3.1 | 7.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 6.8 | 7.8 | 8.3 | 8.6 | 7.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.1 | 8.4 | 6.5 | 5.8 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.7 | 7.5 | 5.1 | 3.2 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 6.8 | 6.9 | 7.7 | 4.9 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 6.5 | 6.8 | 9.0 | 5.9 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.1 | 6.5 | 7.1 | 7.0 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.2 | 7.7 | 6.5 | 6.0 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 6.9 | 7.7 | 7.2 | 9.5 | 7.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 7.2 | 7.6 | 5.7 | 3.4 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 6.9 | 8.1 | 7.0 | 7.0 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.3 | 8.7 | 8.2 | 6.2 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 6.8 | 7.5 | 7.8 | 7.4 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 6.5 | 7.0 | 8.9 | 5.2 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.1 | 6.7 | 7.0 | 3.1 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.8 | 7.4 | 7.1 | 3.3 | 6.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 6.8 | 7.8 | 6.2 | 2.6 | 6.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.5 | 8.1 | 7.2 | 3.7 | 6.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.1 | 7.6 | 5.9 | 4.3 | 6.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 7.1 | 7.3 | 5.5 | 2.5 | 6.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.3 | 5.3 | 4.9 | 1.2 | 6.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 6.6 | 8.3 | 6.7 | 7.3 | 6.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 7.0 | 6.5 | 5.8 | 2.0 | 6.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 6.1 | 7.2 | 8.0 | 0.0 | 6.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 7.3 | 5.4 | 4.3 | 0.5 | 6.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 6.8 | 6.3 | 5.7 | 1.9 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 6.5 | 7.3 | 6.6 | 2.5 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.0 | 6.2 | 5.9 | 6.6 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.9 | 6.4 | 5.5 | 4.3 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 7.0 | 6.8 | 4.9 | 1.0 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.1 | 7.9 | 8.0 | 8.1 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.3 | 7.3 | 6.2 | 6.6 | 6.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 5.3 | 4.6 | 1.0 | 6.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.0 | 6.5 | 8.7 | 9.6 | 6.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 6.6 | 6.5 | 6.3 | 2.6 | 6.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.4 | 6.2 | 5.8 | 6.1 | 6.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.5 | 6.3 | 2.8 | 6.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 5.9 | 6.8 | 7.7 | 3.9 | 6.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.9 | 7.2 | 7.1 | 9.2 | 6.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.3 | 6.3 | 0.5 | 0.8 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.7 | 6.0 | 5.0 | 2.3 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 11%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.9 | 5.8 | 3.3 | 0.6 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.6 | 7.8 | 4.1 | 0.8 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.4 | 6.5 | 8.4 | 5.2 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 5.9 | 6.6 | 7.3 | 3.5 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 6.0 | 7.5 | 5.8 | 2.6 | 6.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 5.8 | 6.2 | 8.3 | 9.3 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 5.6 | 6.7 | 8.2 | 4.5 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.1 | 6.8 | 6.2 | 7.7 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.0 | 6.8 | 6.3 | 3.0 | 6.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 5.6 | 7.1 | 7.3 | 8.8 | 6.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.2 | 6.5 | 5.5 | 1.7 | 6.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.3 | 6.7 | 4.7 | 1.4 | 6.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.8 | 5.8 | 7.5 | 8.2 | 6.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 5.5 | 5.9 | 8.2 | 4.7 | 6.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 5.5 | 5.7 | 7.4 | 4.8 | 5.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.0 | 6.2 | 0.5 | 0.0 | 5.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.9 | 6.2 | 4.9 | 0.6 | 5.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.2 | 6.3 | 4.3 | 1.3 | 5.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 5.5 | 6.1 | 6.6 | 2.7 | 5.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 5.7 | 6.3 | 5.5 | 1.6 | 5.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 5.3 | 5.9 | 8.2 | 5.5 | 5.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 6.1 | 7.0 | 4.1 | 1.8 | 5.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.6 | 6.6 | 6.8 | 4.8 | 5.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 5.0 | 6.5 | 7.8 | 4.3 | 5.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 5.0 | 6.7 | 8.1 | 8.7 | 5.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.8 | 8.2 | 7.3 | 5.5 | 5.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 5.5 | 6.0 | 7.2 | 5.8 | 5.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.7 | 6.3 | 0.5 | 0.2 | 5.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 5.3 | 5.6 | 7.0 | 4.1 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.4 | 8.1 | 5.0 | 1.3 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.5 | 4.0 | 6.3 | 4.8 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 5.6 | 4.7 | 5.8 | 1.9 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 6.1 | 6.0 | 2.5 | 0.3 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 4.8 | 6.2 | 9.0 | 5.1 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 5.3 | 6.3 | 6.8 | 8.5 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 4.8 | 6.2 | 8.3 | 8.1 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 5.9 | 5.9 | 3.1 | 0.1 | 5.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 5.2 | 5.3 | 6.1 | 6.7 | 5.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.3 | 6.6 | 8.5 | 9.1 | 5.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.6 | 4.6 | 9.2 | 9.0 | 5.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.4 | 5.0 | 5.0 | 1.4 | 5.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 4.8 | 5.9 | 6.9 | 7.6 | 5.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 5.1 | 5.7 | 5.4 | 6.3 | 5.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 4.5 | 5.8 | 8.4 | 9.4 | 5.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 4.9 | 5.3 | 6.3 | 3.1 | 5.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 4.9 | 5.8 | 6.3 | 5.7 | 5.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.8 | 5.5 | 6.9 | 7.6 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.5 | 6.8 | 6.2 | 6.2 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.7 | 7.3 | 6.5 | 6.8 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 4.4 | 6.4 | 8.0 | 8.3 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 6.2 | 3.9 | 1.6 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 4.8 | 5.8 | 6.3 | 6.5 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.1 | 3.8 | 6.0 | 7.1 | 5.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.6 | 5.0 | 6.9 | 6.4 | 5.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.7 | 5.9 | 6.0 | 6.1 | 5.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.4 | 7.4 | 6.3 | 3.0 | 5.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 4.3 | 6.2 | 6.5 | 5.7 | 5.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.5 | 7.5 | 5.8 | 5.0 | 5.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 4.2 | 6.5 | 7.7 | 4.1 | 5.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 5.0 | 4.9 | 4.6 | 0.5 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 5.0 | 6.3 | 3.4 | 0.7 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.1 | 6.7 | 8.2 | 8.7 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.7 | 5.2 | 5.6 | 1.6 | 4.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.1 | 6.2 | 8.4 | 8.3 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.1 | 5.5 | 3.1 | 0.3 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 4.2 | 5.5 | 7.1 | 4.7 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 4.1 | 5.8 | 7.8 | 4.5 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 4.0 | 6.7 | 6.8 | 3.8 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 4.5 | 6.5 | 3.8 | 2.0 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.0 | 5.2 | 3.8 | 1.1 | 4.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 3.9 | 6.0 | 8.3 | 8.0 | 4.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.3 | 5.3 | 5.4 | 3.7 | 4.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 4.0 | 5.3 | 6.8 | 7.5 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 4.7 | 4.8 | 4.2 | 1.2 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 4.3 | 5.2 | 6.0 | 6.7 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 3.7 | 6.1 | 7.9 | 5.6 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 3.7 | 6.2 | 7.9 | 5.6 | 4.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.0 | 4.8 | 6.8 | 6.4 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 4.6 | 5.0 | 3.5 | 0.4 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.3 | 5.0 | 5.5 | 2.4 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 3.9 | 6.2 | 6.5 | 6.6 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.7 | 6.2 | 7.5 | 7.8 | 4.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 3.7 | 5.3 | 6.4 | 3.6 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 3.4 | 6.6 | 7.0 | 6.0 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.2 | 4.2 | 3.9 | 2.0 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 3.8 | 4.8 | 6.3 | 6.2 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 3.7 | 4.9 | 6.5 | 3.5 | 4.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 3.6 | 5.0 | 6.3 | 3.4 | 4.2 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.3 | 5.2 | 6.9 | 5.9 | 4.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 3.1 | 5.8 | 6.6 | 2.3 | 4.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 8%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.0 | 6.2 | 5.7 | 2.2 | 4.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 3.2 | 5.0 | 6.5 | 5.9 | 4.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 3.1 | 4.6 | 6.1 | 1.8 | 3.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 2.9 | 4.8 | 6.9 | 6.5 | 3.9 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.0 | 5.8 | 6.2 | 2.1 | 3.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.1 | 5.0 | 6.2 | 2.1 | 3.8 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 3.4 | 5.5 | 4.0 | 0.7 | 3.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.3 | 4.9 | 5.8 | 2.4 | 3.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 2.9 | 6.6 | 6.4 | 5.4 | 3.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 74%, Growth: 6%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.7 | 5.8 | 5.8 | 4.2 | 3.5 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 72%, Growth: 9%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 2.3 | 5.3 | 5.9 | 3.9 | 3.4 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 10%, Valuation: 4%, Historical: 15% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.5 | 5.2 | 5.2 | 6.7 | 3.3 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 2.3 | 4.4 | 4.5 | 0.2 | 3.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.6 | 5.0 | 4.6 | 1.3 | 3.1 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 70%, Growth: 10%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 2.5 | 4.4 | 3.2 | 0.5 | 3.0 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 71%, Growth: 8%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.3 | 5.2 | 6.0 | 3.3 | 2.7 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 68%, Growth: 11%, Valuation: 6%, Historical: 15% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 1.9 | 5.3 | 3.6 | 0.9 | 2.6 |
|
π Active Profile: Academic Research (McKinsey ROIC Persistence) 50% of ROIC>20% companies maintain it 10yr. Only 13% of 20%+ growers sustain it. βοΈ Weights: Quality: 73%, Growth: 7%, Valuation: 5%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 8.7 | 10.0 | 9.2 | 5.4 | 9.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 9.2 | 10.0 | 8.9 | 7.8 | 9.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.5 | 10.0 | 6.8 | 2.9 | 9.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 8.7 | 10.0 | 8.9 | 10.0 | 9.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 8.4 | 10.0 | 9.0 | 5.1 | 9.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.3 | 10.0 | 9.3 | 7.6 | 9.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 8.5 | 10.0 | 9.5 | 9.4 | 9.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 8.6 | 10.0 | 8.8 | 9.2 | 9.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.4 | 10.0 | 9.3 | 7.9 | 9.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.9 | 10.0 | 9.3 | 5.5 | 9.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 8.8 | 9.5 | 7.5 | 7.2 | 9.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.6 | 10.0 | 4.7 | 0.7 | 9.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.5 | 9.0 | 8.2 | 4.9 | 9.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 9.0 | 9.5 | 6.5 | 2.1 | 9.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 8.3 | 10.0 | 9.4 | 5.3 | 9.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 8.6 | 10.0 | 7.9 | 4.6 | 9.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 8.8 | 10.0 | 7.8 | 6.4 | 9.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 8.1 | 10.0 | 7.6 | 4.0 | 9.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 8.7 | 9.5 | 5.9 | 3.6 | 9.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.3 | 9.5 | 7.0 | 2.7 | 9.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.5 | 9.5 | 6.8 | 2.8 | 9.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.3 | 10.0 | 6.4 | 3.2 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.0 | 10.0 | 7.7 | 9.1 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 8.8 | 10.0 | 6.0 | 1.8 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.0 | 9.5 | 7.6 | 4.4 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.5 | 9.9 | 6.6 | 2.4 | 8.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.3 | 10.0 | 8.8 | 5.1 | 8.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 7.2 | 10.0 | 7.8 | 4.0 | 8.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 8.6 | 9.8 | 7.5 | 3.9 | 8.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 8.0 | 10.0 | 7.3 | 3.4 | 8.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 7.8 | 10.0 | 7.8 | 4.5 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 8.2 | 10.0 | 7.2 | 3.2 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 8.5 | 9.8 | 7.7 | 8.9 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 7.7 | 9.5 | 8.2 | 6.2 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 7.6 | 10.0 | 6.3 | 3.0 | 8.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 7.3 | 9.7 | 8.0 | 0.0 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 8.6 | 9.5 | 5.7 | 1.1 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 7.0 | 9.8 | 8.1 | 8.7 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 7.4 | 9.7 | 8.2 | 4.5 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 7.8 | 10.0 | 8.0 | 8.1 | 8.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 8.7 | 9.7 | 7.3 | 6.9 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 6.6 | 9.7 | 7.4 | 6.3 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.0 | 9.8 | 8.4 | 8.6 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 6.8 | 9.7 | 8.5 | 9.1 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 9.9 | 8.5 | 9.0 | 5.3 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 8.3 | 9.5 | 7.5 | 9.4 | 8.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 9.0 | 9.5 | 6.9 | 6.0 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 8.9 | 8.2 | 9.8 | 8.8 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.4 | 10.0 | 7.7 | 9.0 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 9.2 | 8.5 | 9.4 | 8.9 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.4 | 8.5 | 7.8 | 4.6 | 8.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.6 | 8.2 | 9.4 | 9.3 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 8.4 | 8.0 | 8.5 | 5.6 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.1 | 8.5 | 0.5 | 1.0 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 6.6 | 9.7 | 6.8 | 3.8 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 7.6 | 9.2 | 5.8 | 2.6 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 7.7 | 8.5 | 8.6 | 7.7 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.3 | 8.5 | 6.6 | 6.1 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 4.4 | 9.8 | 8.4 | 5.2 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 8.9 | 8.5 | 7.9 | 4.4 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 8.3 | 10.0 | 7.3 | 4.0 | 8.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 9.0 | 8.5 | 9.1 | 7.9 | 8.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 7.3 | 8.2 | 7.4 | 4.1 | 8.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 6.7 | 9.7 | 9.0 | 5.1 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.7 | 8.0 | 7.3 | 3.3 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.6 | 9.5 | 5.9 | 4.3 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.8 | 9.2 | 3.8 | 2.0 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 5.5 | 9.5 | 6.4 | 3.6 | 8.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.3 | 7.7 | 8.6 | 9.9 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 6.0 | 9.8 | 8.3 | 8.1 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 6.6 | 9.9 | 7.7 | 8.0 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 9.2 | 7.5 | 9.1 | 9.5 | 8.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.2 | 7.3 | 6.3 | 2.3 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 5.1 | 9.5 | 6.8 | 7.5 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.5 | 8.5 | 6.2 | 2.6 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 7.4 | 8.3 | 8.3 | 8.6 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 6.0 | 8.8 | 5.7 | 2.2 | 7.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 4.1 | 10.0 | 9.4 | 7.4 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 3.3 | 10.0 | 7.1 | 9.2 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 8.3 | 8.8 | 6.7 | 7.3 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 8.7 | 7.8 | 4.8 | 0.6 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.0 | 8.5 | 7.2 | 3.7 | 7.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 6.2 | 9.7 | 7.0 | 6.0 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.1 | 8.2 | 6.1 | 9.8 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 6.9 | 8.5 | 8.2 | 5.7 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.0 | 7.7 | 7.1 | 6.9 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.3 | 7.7 | 8.4 | 9.9 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 6.7 | 8.5 | 7.7 | 3.9 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 2.5 | 10.0 | 6.5 | 5.7 | 7.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.9 | 6.5 | 9.2 | 9.7 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 6.5 | 9.8 | 8.2 | 8.7 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 8.1 | 8.0 | 6.5 | 5.8 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 5.1 | 8.5 | 7.7 | 4.9 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 7.6 | 7.3 | 6.6 | 0.9 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 8.0 | 7.5 | 8.4 | 4.9 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 6.6 | 10.0 | 8.9 | 9.8 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 7.3 | 8.2 | 7.3 | 3.5 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 7.5 | 9.5 | 6.8 | 4.8 | 7.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 5.0 | 9.0 | 6.3 | 3.4 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 7.6 | 7.7 | 8.7 | 9.6 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 7.2 | 8.6 | 8.3 | 9.3 | 7.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 8.5 | 6.9 | 8.2 | 5.0 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.0 | 7.1 | 8.8 | 5.3 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 7.2 | 8.5 | 7.0 | 2.8 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 8.2 | 6.9 | 7.9 | 7.2 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.0 | 6.7 | 9.1 | 8.6 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 6.7 | 7.8 | 7.1 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 6.3 | 8.5 | 7.9 | 5.6 | 7.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 7.9 | 6.6 | 8.6 | 5.2 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 9.0 | 7.7 | 8.2 | 7.8 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 6.1 | 8.5 | 8.9 | 5.2 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 7.7 | 8.1 | 6.5 | 2.2 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 6.9 | 8.0 | 9.6 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 9.0 | 6.9 | 8.9 | 9.2 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 6.3 | 8.6 | 6.5 | 6.6 | 7.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 5.7 | 8.5 | 7.8 | 7.4 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.9 | 6.7 | 6.2 | 6.6 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 9.9 | 5.7 | 8.2 | 5.4 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 6.7 | 6.1 | 2.5 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 8.7 | 6.8 | 8.9 | 9.7 | 7.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.7 | 5.8 | 5.2 | 1.5 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 8.9 | 6.7 | 4.9 | 1.4 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 6.0 | 8.8 | 7.5 | 7.8 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 6.3 | 8.6 | 7.9 | 5.6 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 6.4 | 8.2 | 7.7 | 4.1 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 8.5 | 7.1 | 8.2 | 9.5 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 8.8 | 6.6 | 7.9 | 6.8 | 7.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 8.1 | 6.9 | 7.8 | 8.2 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 7.4 | 6.5 | 4.9 | 0.6 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 7.7 | 6.6 | 9.1 | 10.0 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 7.8 | 7.8 | 6.0 | 7.0 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 8.2 | 6.9 | 7.0 | 7.0 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 5.5 | 9.7 | 6.4 | 5.4 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 3.6 | 8.5 | 7.8 | 4.3 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.2 | 8.6 | 6.5 | 3.5 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 5.8 | 6.9 | 9.7 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 8.9 | 6.7 | 7.7 | 8.4 | 7.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 7.6 | 6.9 | 4.5 | 0.2 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 3.0 | 10.0 | 7.1 | 4.7 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.5 | 6.8 | 4.7 | 0.4 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.2 | 8.1 | 5.4 | 3.7 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 6.3 | 8.3 | 8.3 | 8.0 | 6.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.9 | 8.8 | 6.2 | 2.1 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 8.1 | 6.7 | 7.2 | 9.5 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 7.8 | 6.7 | 9.4 | 8.7 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 6.3 | 7.7 | 8.5 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.2 | 6.5 | 6.9 | 7.1 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 8.0 | 6.3 | 7.9 | 7.7 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 6.8 | 6.1 | 9.0 | 5.9 | 6.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.8 | 6.1 | 7.2 | 3.8 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 6.5 | 8.6 | 8.4 | 8.3 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 3.1 | 10.0 | 4.6 | 1.3 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.8 | 6.3 | 6.2 | 7.7 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.6 | 6.2 | 6.7 | 9.8 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 6.6 | 6.6 | 7.2 | 3.1 | 6.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 6.8 | 6.9 | 8.0 | 8.3 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.9 | 6.7 | 7.4 | 7.2 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 7.3 | 6.4 | 8.2 | 5.5 | 6.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 7.2 | 6.7 | 6.9 | 8.4 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.2 | 6.5 | 7.0 | 6.8 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 6.3 | 6.9 | 7.9 | 7.9 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 6.6 | 7.0 | 6.9 | 7.6 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 5.9 | 6.7 | 7.3 | 7.3 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 7.3 | 6.3 | 7.3 | 8.8 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 7.3 | 7.0 | 7.2 | 5.8 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.2 | 5.4 | 8.2 | 9.1 | 6.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 6.7 | 7.0 | 3.1 | 6.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 4.2 | 7.2 | 6.5 | 5.9 | 6.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 6.6 | 6.3 | 8.4 | 9.4 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 6.0 | 6.9 | 6.3 | 5.7 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 6.0 | 6.7 | 8.2 | 9.0 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.5 | 7.0 | 3.9 | 2.0 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 8.2 | 5.7 | 8.8 | 8.9 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.4 | 6.9 | 9.2 | 9.0 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.6 | 5.4 | 6.6 | 6.9 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.7 | 6.5 | 6.3 | 2.8 | 6.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 6.2 | 6.5 | 6.9 | 7.6 | 6.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 5.7 | 6.9 | 0.5 | 0.0 | 6.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.3 | 7.3 | 6.3 | 6.2 | 6.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 6.0 | 5.8 | 6.6 | 2.3 | 6.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 6.7 | 6.5 | 6.3 | 6.5 | 6.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 7.5 | 5.8 | 7.5 | 8.2 | 6.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.4 | 4.5 | 7.3 | 8.5 | 6.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 6.9 | 5.8 | 6.1 | 6.7 | 6.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 8.5 | 5.2 | 5.7 | 3.4 | 5.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.8 | 4.9 | 5.3 | 4.6 | 5.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.4 | 6.2 | 6.3 | 3.1 | 5.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.0 | 8.6 | 5.8 | 2.4 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 4.7 | 6.9 | 8.3 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.8 | 5.4 | 5.4 | 6.3 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 2.7 | 8.5 | 3.4 | 0.7 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 5.3 | 5.8 | 6.1 | 1.8 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 6.3 | 4.6 | 7.4 | 4.8 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 7.6 | 5.3 | 7.6 | 7.4 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 6.5 | 5.8 | 7.8 | 4.5 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 7.2 | 5.2 | 7.0 | 4.1 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 6.4 | 5.0 | 6.0 | 3.7 | 5.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 4.4 | 6.7 | 3.6 | 0.9 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 32%, Growth: 45%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.1 | 5.4 | 6.5 | 6.0 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.7 | 4.8 | 6.5 | 6.3 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 8.3 | 4.5 | 7.1 | 3.3 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 6.3 | 5.0 | 7.3 | 5.5 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 8.3 | 3.9 | 7.1 | 7.0 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.5 | 5.2 | 5.4 | 3.8 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 8.9 | 4.3 | 6.0 | 1.7 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 50%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 6.8 | 5.2 | 6.6 | 2.5 | 5.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 7.2 | 4.9 | 5.7 | 1.9 | 5.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 6.6 | 5.4 | 6.0 | 6.7 | 5.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.4 | 4.2 | 6.8 | 9.3 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 1.8 | 6.9 | 6.9 | 6.5 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.7 | 3.7 | 5.2 | 1.5 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.9 | 5.4 | 3.8 | 1.1 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.8 | 4.2 | 6.3 | 2.9 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 6.0 | 5.0 | 8.2 | 4.7 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 5.9 | 4.9 | 5.5 | 1.6 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 5.6 | 5.8 | 5.8 | 4.2 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 5.8 | 5.4 | 6.2 | 2.1 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 5.5 | 5.4 | 6.9 | 6.4 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 7.3 | 4.0 | 6.6 | 2.7 | 5.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.6 | 3.9 | 5.8 | 6.1 | 5.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.0 | 5.4 | 5.5 | 1.7 | 5.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 3.1 | 7.3 | 6.8 | 8.5 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 33%, Growth: 45%, Valuation: 17%, Historical: 5% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.5 | 3.8 | 8.1 | 8.2 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.0 | 3.9 | 5.7 | 4.2 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 6.9 | 3.9 | 6.0 | 1.7 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.9 | 4.0 | 5.9 | 4.7 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 5.7 | 5.2 | 5.5 | 2.5 | 5.3 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 8.5 | 4.0 | 4.9 | 1.2 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 6.2 | 5.2 | 5.0 | 1.3 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 8.0 | 4.2 | 4.7 | 1.4 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.3 | 4.8 | 5.9 | 6.6 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 7.3 | 4.3 | 4.9 | 1.0 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 5.9 | 4.9 | 4.3 | 1.3 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 6.2 | 5.0 | 4.0 | 0.7 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.5 | 4.0 | 0.5 | 0.8 | 5.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 5.2 | 5.0 | 6.8 | 6.4 | 5.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 6.7 | 4.3 | 8.5 | 8.0 | 5.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 7.0 | 4.2 | 4.6 | 0.5 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 6.0 | 3.9 | 6.2 | 6.2 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 7.2 | 4.2 | 5.8 | 2.0 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 7.2 | 4.2 | 6.3 | 2.6 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 3.4 | 5.4 | 6.0 | 3.3 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.9 | 4.8 | 5.6 | 1.6 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 5.5 | 4.0 | 4.6 | 1.0 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 8.0 | 4.0 | 5.0 | 2.3 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 60%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 7.6 | 4.0 | 3.1 | 0.1 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 7.1 | 4.2 | 4.9 | 2.9 | 5.0 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 5.1 | 4.9 | 6.9 | 5.9 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 5.7 | 4.5 | 6.3 | 3.0 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.0 | 4.2 | 5.1 | 3.2 | 4.9 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.3 | 4.2 | 6.3 | 4.8 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 7.0 | 4.0 | 5.0 | 1.4 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 6.1 | 4.2 | 2.5 | 0.3 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 7.5 | 3.7 | 5.8 | 1.9 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.2 | 4.2 | 5.5 | 4.3 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 6.7 | 4.0 | 3.5 | 0.4 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.5 | 4.9 | 4.1 | 1.8 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 6.2 | 4.2 | 4.3 | 0.5 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 5.3 | 4.9 | 6.5 | 6.8 | 4.8 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 6.5 | 4.0 | 5.5 | 2.4 | 4.7 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 27%, Growth: 56%, Valuation: 12%, Historical: 5% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 6.2 | 3.9 | 4.2 | 1.2 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 5.5 | 4.0 | 3.3 | 0.6 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.9 | 3.9 | 3.9 | 1.6 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.4 | 4.2 | 3.1 | 0.3 | 4.6 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.1 | 3.9 | 4.1 | 0.8 | 4.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.8 | 3.9 | 0.5 | 0.2 | 4.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 3.8 | 4.7 | 5.2 | 6.7 | 4.5 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 3.3 | 4.2 | 4.5 | 0.2 | 4.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 2.8 | 4.8 | 6.0 | 6.1 | 4.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 26%, Growth: 54%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.7 | 4.2 | 5.8 | 5.0 | 4.4 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 24%, Growth: 57%, Valuation: 15%, Historical: 5% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.0 | 3.9 | 6.0 | 7.1 | 4.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 29%, Growth: 50%, Valuation: 16%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 3.0 | 4.0 | 5.9 | 3.9 | 4.2 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 25%, Growth: 59%, Valuation: 11%, Historical: 5% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 3.5 | 4.2 | 3.2 | 0.5 | 4.1 |
|
π Active Profile: Growth Empirical (S&P 500 TSR Decomposition 1987-2005) TSR = Revenue (53%) + Margin improvement (16%) + Multiple expansion (26%) + Other (5%) βοΈ Weights: Quality: 28%, Growth: 49%, Valuation: 18%, Historical: 5% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.7 | 8.2 | 4.9 | 9.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 9.5 | 9.2 | 9.7 | 9.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 9.9 | 8.3 | 8.2 | 5.4 | 9.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 9.5 | 8.5 | 8.9 | 10.0 | 9.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 9.2 | 8.1 | 8.5 | 5.6 | 9.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.7 | 9.4 | 9.3 | 7.6 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.5 | 8.7 | 6.3 | 2.3 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.4 | 8.9 | 6.8 | 2.9 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.2 | 8.8 | 7.5 | 7.2 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 9.7 | 8.8 | 9.1 | 9.5 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.6 | 8.5 | 5.2 | 1.5 | 9.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 9.2 | 9.4 | 7.9 | 4.6 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.3 | 9.1 | 9.5 | 9.4 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 8.8 | 9.5 | 8.9 | 7.8 | 8.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 8.2 | 9.8 | 8.8 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 9.8 | 9.8 | 9.0 | 5.3 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.6 | 7.8 | 7.1 | 8.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.5 | 7.7 | 5.9 | 3.6 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.8 | 6.6 | 6.1 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 8.6 | 7.8 | 7.4 | 4.1 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 5.5 | 8.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.8 | 8.2 | 5.2 | 1.5 | 8.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.4 | 9.8 | 6.8 | 2.8 | 8.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 8.9 | 9.1 | 9.4 | 5.3 | 8.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 9.2 | 9.2 | 9.4 | 8.9 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.5 | 7.6 | 8.6 | 9.9 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.8 | 9.4 | 9.3 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.1 | 8.5 | 6.9 | 9.7 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.6 | 6.1 | 2.5 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 7.9 | 8.9 | 9.2 | 5.4 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 8.5 | 8.8 | 6.5 | 2.1 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.1 | 9.5 | 9.3 | 7.9 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.2 | 7.7 | 0.5 | 1.0 | 8.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.4 | 8.7 | 4.9 | 1.4 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.2 | 9.2 | 7.0 | 2.7 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.4 | 8.7 | 7.8 | 4.6 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 8.8 | 9.0 | 8.2 | 5.0 | 8.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 9.1 | 9.1 | 8.6 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.1 | 8.7 | 7.9 | 4.4 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 8.5 | 8.5 | 7.8 | 4.0 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.2 | 8.5 | 7.3 | 8.5 | 8.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.6 | 8.0 | 7.3 | 3.3 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.1 | 8.7 | 8.8 | 5.3 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.8 | 9.0 | 4.7 | 0.7 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.2 | 8.6 | 8.2 | 9.1 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.2 | 8.8 | 7.1 | 6.9 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.6 | 7.8 | 7.4 | 6.3 | 8.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.3 | 9.5 | 6.4 | 3.2 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 9.3 | 8.2 | 5.7 | 1.1 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 7.2 | 9.0 | 9.0 | 5.1 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.9 | 7.9 | 7.7 | 9.1 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.2 | 7.8 | 7.6 | 4.4 | 8.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 8.9 | 7.6 | 4.8 | 0.6 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 8.4 | 10.0 | 6.0 | 1.8 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.5 | 9.1 | 10.0 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.6 | 9.2 | 6.1 | 9.8 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.8 | 9.0 | 8.8 | 9.2 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.7 | 10.0 | 7.6 | 4.0 | 8.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.0 | 8.8 | 7.9 | 6.8 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 7.7 | 8.4 | 9.9 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.3 | 8.7 | 7.7 | 8.4 | 7.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.8 | 8.4 | 6.9 | 8.3 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 7.8 | 6.8 | 6.6 | 0.9 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 7.6 | 8.0 | 9.6 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.4 | 8.8 | 9.1 | 7.9 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.5 | 8.6 | 7.9 | 7.2 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 8.3 | 8.9 | 7.8 | 6.4 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.0 | 7.8 | 5.3 | 4.6 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.4 | 7.4 | 6.6 | 2.4 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 7.3 | 7.6 | 8.6 | 7.7 | 7.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.2 | 8.4 | 8.8 | 5.1 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 8.4 | 8.6 | 8.9 | 9.2 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 7.4 | 7.3 | 8.6 | 5.2 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.6 | 8.0 | 6.9 | 7.1 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 8.8 | 6.7 | 9.8 | 7.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.2 | 8.2 | 4.5 | 0.2 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.4 | 8.4 | 6.0 | 1.7 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 52%, Growth: 14%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 7.9 | 8.9 | 7.5 | 3.9 | 7.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 8.1 | 8.4 | 8.9 | 9.7 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 7.8 | 8.3 | 7.3 | 3.4 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.9 | 6.7 | 6.0 | 3.7 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.5 | 7.5 | 7.2 | 3.8 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.9 | 6.8 | 6.0 | 1.7 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 7.8 | 8.3 | 7.2 | 3.2 | 7.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 7.4 | 7.7 | 8.5 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.1 | 8.6 | 4.7 | 0.4 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.4 | 6.8 | 5.7 | 4.2 | 7.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 8.0 | 8.8 | 7.3 | 6.9 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.0 | 8.2 | 5.9 | 4.7 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.1 | 7.2 | 8.1 | 8.2 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.3 | 7.9 | 7.2 | 3.7 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 7.5 | 6.5 | 8.4 | 4.9 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 7.9 | 8.2 | 7.7 | 8.9 | 7.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.4 | 8.5 | 7.6 | 7.4 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.5 | 7.8 | 6.8 | 9.3 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.6 | 8.7 | 6.9 | 6.0 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 7.2 | 7.8 | 7.8 | 4.5 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.9 | 7.4 | 7.0 | 6.8 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 7.0 | 7.7 | 8.3 | 8.6 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 6.5 | 6.8 | 9.0 | 5.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 7.3 | 7.8 | 7.3 | 7.3 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.5 | 8.8 | 8.2 | 6.2 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.5 | 7.3 | 6.3 | 2.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.8 | 8.1 | 7.9 | 7.9 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.1 | 7.8 | 7.0 | 2.8 | 7.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 8.1 | 8.1 | 6.9 | 8.4 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 7.7 | 7.8 | 7.9 | 7.7 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 8.5 | 7.6 | 6.5 | 2.2 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.6 | 7.5 | 7.8 | 8.2 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.7 | 7.3 | 6.2 | 6.6 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 8.4 | 8.5 | 8.2 | 7.8 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.3 | 8.6 | 6.5 | 5.8 | 7.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 6.4 | 7.2 | 8.0 | 0.0 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.2 | 7.5 | 8.5 | 8.0 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 6.9 | 7.5 | 7.2 | 3.1 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 7.1 | 7.8 | 8.2 | 5.7 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.3 | 6.5 | 0.5 | 0.8 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.0 | 7.7 | 6.2 | 2.6 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.6 | 9.1 | 7.4 | 7.2 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 6.3 | 7.0 | 7.7 | 4.9 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.2 | 7.5 | 6.6 | 6.9 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.3 | 6.2 | 4.9 | 0.6 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 7.5 | 8.4 | 8.6 | 7.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 7.5 | 7.1 | 3.3 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 7.5 | 8.0 | 9.4 | 8.7 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 7.8 | 7.8 | 8.2 | 9.5 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.3 | 6.7 | 7.1 | 7.0 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 7.8 | 8.3 | 7.3 | 4.0 | 6.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.6 | 8.3 | 7.5 | 9.4 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.2 | 7.9 | 7.2 | 9.5 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 6.4 | 7.7 | 5.8 | 2.6 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 7.5 | 8.0 | 5.7 | 3.4 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 7.9 | 7.6 | 6.5 | 6.3 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 7.2 | 8.1 | 7.0 | 7.0 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.4 | 5.3 | 4.6 | 1.0 | 6.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.5 | 7.6 | 8.8 | 8.9 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.8 | 7.2 | 8.2 | 9.0 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.7 | 6.4 | 5.8 | 6.1 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.4 | 7.7 | 5.4 | 3.8 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 7.9 | 7.5 | 4.9 | 2.9 | 6.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.1 | 8.4 | 7.7 | 9.0 | 6.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 6.0 | 6.3 | 6.6 | 2.7 | 6.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 5.7 | 5.6 | 7.4 | 4.8 | 6.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.0 | 7.0 | 6.0 | 7.0 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 6.6 | 7.7 | 9.4 | 7.4 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 6.1 | 6.7 | 7.7 | 3.9 | 6.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.1 | 6.2 | 8.4 | 5.2 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.6 | 6.8 | 6.2 | 7.7 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.1 | 7.5 | 6.5 | 6.0 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.3 | 7.4 | 7.7 | 8.0 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 6.1 | 6.7 | 8.2 | 4.5 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.4 | 7.5 | 5.1 | 3.2 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 6.3 | 6.7 | 8.9 | 5.2 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.3 | 6.5 | 8.7 | 9.6 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.4 | 5.5 | 4.9 | 1.2 | 6.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.5 | 7.9 | 8.0 | 8.1 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.2 | 8.6 | 8.9 | 9.8 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 6.6 | 7.2 | 6.6 | 2.5 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 6.9 | 6.2 | 5.7 | 1.9 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.2 | 8.2 | 7.3 | 5.5 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 7.0 | 8.6 | 6.7 | 7.3 | 6.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 6.4 | 7.3 | 7.8 | 7.4 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 7.0 | 6.9 | 4.9 | 1.0 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 6.3 | 6.7 | 7.3 | 3.5 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.2 | 7.6 | 5.9 | 4.3 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 6.5 | 7.1 | 5.5 | 2.5 | 6.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.4 | 6.8 | 6.3 | 3.0 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.0 | 6.5 | 7.0 | 3.1 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 5.7 | 6.2 | 5.5 | 1.6 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.5 | 5.8 | 3.3 | 0.6 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.2 | 6.6 | 3.8 | 2.0 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.2 | 6.9 | 7.1 | 9.2 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 7.0 | 6.5 | 5.8 | 2.0 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 5.9 | 7.1 | 7.3 | 8.8 | 6.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.6 | 5.8 | 0.5 | 0.0 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 5.5 | 6.7 | 8.1 | 8.7 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.0 | 6.2 | 5.0 | 2.3 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 54%, Growth: 20%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.5 | 6.3 | 2.8 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.7 | 6.8 | 4.7 | 1.4 | 6.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.6 | 6.4 | 5.5 | 4.3 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 7.0 | 5.3 | 4.3 | 0.5 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 6.7 | 6.5 | 6.3 | 2.6 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.9 | 6.7 | 8.5 | 9.1 | 5.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.3 | 8.0 | 4.1 | 0.8 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.8 | 6.9 | 6.2 | 6.2 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.2 | 6.5 | 8.3 | 9.3 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.3 | 6.0 | 3.1 | 0.1 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 5.8 | 6.2 | 8.2 | 5.5 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 5.6 | 5.7 | 8.2 | 4.7 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.1 | 6.2 | 4.3 | 1.3 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 6.0 | 6.0 | 2.5 | 0.3 | 5.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 5.8 | 6.0 | 7.0 | 4.1 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 5.2 | 6.1 | 8.3 | 8.1 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.2 | 6.1 | 7.5 | 8.2 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.0 | 6.2 | 5.9 | 6.6 | 5.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.7 | 6.5 | 0.5 | 0.2 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 4.7 | 6.7 | 6.8 | 3.8 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.1 | 6.3 | 5.5 | 1.7 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 6.1 | 4.9 | 5.8 | 1.9 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 5.6 | 6.0 | 5.4 | 6.3 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 4.6 | 6.1 | 7.8 | 4.3 | 5.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.5 | 8.0 | 5.0 | 1.3 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 5.7 | 5.5 | 6.1 | 6.7 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.9 | 6.5 | 5.7 | 2.2 | 5.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 5.4 | 6.2 | 6.9 | 7.6 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.1 | 6.7 | 6.8 | 4.8 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 5.3 | 6.1 | 9.0 | 5.1 | 5.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.3 | 6.4 | 3.9 | 1.6 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.7 | 7.5 | 6.3 | 3.0 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.5 | 3.9 | 6.3 | 4.8 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 6.0 | 6.3 | 7.2 | 5.8 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.7 | 5.1 | 5.4 | 3.7 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 5.0 | 6.4 | 8.0 | 8.3 | 5.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 3.8 | 5.8 | 6.5 | 5.7 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.8 | 5.2 | 5.0 | 1.4 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.8 | 6.8 | 4.1 | 1.8 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.0 | 5.3 | 6.3 | 3.1 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 5.0 | 6.2 | 8.4 | 9.4 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 5.6 | 5.0 | 4.6 | 0.5 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.4 | 4.2 | 3.9 | 2.0 | 5.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 4.0 | 6.1 | 6.6 | 2.3 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 5.2 | 5.2 | 3.5 | 0.4 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.2 | 5.4 | 6.9 | 7.6 | 5.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.9 | 5.2 | 6.9 | 6.4 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 5.1 | 5.8 | 6.3 | 5.7 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 4.8 | 6.5 | 7.7 | 4.1 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.5 | 5.5 | 3.8 | 1.1 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 4.2 | 5.2 | 6.4 | 3.6 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 4.4 | 5.2 | 6.8 | 7.5 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.8 | 6.7 | 8.2 | 8.7 | 5.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.2 | 5.5 | 3.1 | 0.3 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.5 | 7.5 | 5.8 | 5.0 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 5.1 | 4.9 | 4.2 | 1.2 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 4.5 | 6.4 | 7.9 | 5.6 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 4.5 | 6.5 | 7.9 | 5.6 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 5.3 | 5.8 | 6.3 | 6.5 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 4.8 | 6.1 | 7.8 | 4.5 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.0 | 5.1 | 5.6 | 1.6 | 4.9 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 3.9 | 5.2 | 7.1 | 4.7 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.6 | 6.4 | 8.3 | 8.0 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 4.9 | 5.4 | 6.0 | 6.7 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.6 | 4.2 | 9.2 | 9.0 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 4.6 | 6.2 | 6.8 | 8.5 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.9 | 5.2 | 5.5 | 2.4 | 4.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 4.0 | 5.0 | 6.3 | 3.4 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.2 | 5.7 | 6.0 | 6.1 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 3.8 | 4.6 | 6.1 | 1.8 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.8 | 7.3 | 6.5 | 6.8 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.3 | 6.0 | 3.4 | 0.7 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.2 | 6.7 | 7.0 | 6.0 | 4.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 4.6 | 6.5 | 6.5 | 6.6 | 4.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.4 | 4.6 | 6.8 | 6.4 | 4.6 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.1 | 3.7 | 6.0 | 7.1 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 14%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.8 | 6.5 | 8.4 | 8.3 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.8 | 5.7 | 6.2 | 2.1 | 4.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.0 | 5.0 | 6.5 | 3.5 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.2 | 5.5 | 4.0 | 0.7 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 3.6 | 4.8 | 6.5 | 5.9 | 4.4 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.0 | 4.8 | 6.3 | 6.2 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 4.4 | 6.5 | 7.5 | 7.8 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.9 | 5.2 | 6.9 | 5.9 | 4.3 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.6 | 6.1 | 5.8 | 4.2 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 2.6 | 5.4 | 5.9 | 3.9 | 4.2 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 55%, Growth: 20%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 2.6 | 4.4 | 4.5 | 0.2 | 4.1 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 3.7 | 6.7 | 6.4 | 5.4 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 2.6 | 4.5 | 6.9 | 6.5 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.4 | 5.0 | 6.2 | 2.1 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 18%, Valuation: 22%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.7 | 5.6 | 3.6 | 0.9 | 4.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.9 | 5.2 | 5.2 | 6.7 | 3.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.9 | 5.5 | 6.0 | 3.3 | 3.8 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 50%, Growth: 18%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 2.9 | 4.4 | 3.2 | 0.5 | 3.7 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 14%, Valuation: 28%, Historical: 5% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.5 | 5.0 | 5.8 | 2.4 | 3.5 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 56%, Growth: 12%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.8 | 4.7 | 4.6 | 1.3 | 3.0 |
|
π Active Profile: Fama-French Five-Factor Model RMW (profitability) + CMA (conservative investment) + HML (value) βοΈ Weights: Quality: 53%, Growth: 17%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.9 | 8.2 | 4.9 | 9.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 9.2 | 9.2 | 9.7 | 9.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 9.8 | 7.9 | 8.2 | 5.4 | 9.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 9.3 | 8.5 | 8.9 | 10.0 | 9.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.4 | 9.1 | 6.8 | 2.9 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.6 | 9.4 | 9.3 | 7.6 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 9.6 | 8.6 | 9.1 | 9.5 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 8.9 | 9.7 | 8.9 | 7.8 | 9.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.5 | 7.7 | 6.3 | 2.3 | 8.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 9.0 | 7.6 | 8.5 | 5.6 | 8.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.1 | 8.4 | 7.5 | 7.2 | 8.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.5 | 7.5 | 5.2 | 1.5 | 8.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 9.1 | 9.4 | 7.9 | 4.6 | 8.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.2 | 9.1 | 9.5 | 9.4 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.2 | 8.1 | 9.8 | 8.8 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.4 | 7.8 | 7.1 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 9.7 | 9.8 | 9.0 | 5.3 | 8.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.3 | 7.2 | 5.9 | 3.6 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.5 | 7.6 | 8.6 | 9.9 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.8 | 6.6 | 6.1 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | 9.3 | 5.5 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 8.3 | 9.2 | 9.2 | 5.4 | 8.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.2 | 9.7 | 9.3 | 7.9 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.4 | 9.6 | 9.4 | 9.3 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 8.9 | 9.1 | 9.4 | 5.3 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.8 | 6.9 | 5.2 | 1.5 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.5 | 9.3 | 6.8 | 2.8 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.2 | 7.7 | 0.5 | 1.0 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.4 | 6.1 | 2.5 | 8.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 8.3 | 7.8 | 7.4 | 4.1 | 8.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 8.6 | 8.7 | 6.5 | 2.1 | 8.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 8.9 | 9.0 | 8.2 | 5.0 | 8.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.2 | 8.9 | 7.9 | 4.4 | 8.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.5 | 8.9 | 7.8 | 4.6 | 8.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.9 | 9.1 | 9.1 | 8.6 | 8.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.2 | 8.5 | 4.9 | 1.4 | 8.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.5 | 6.9 | 9.7 | 8.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 8.8 | 9.2 | 9.4 | 8.9 | 8.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.7 | 8.0 | 7.3 | 3.3 | 8.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.1 | 9.4 | 4.7 | 0.7 | 8.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 8.4 | 8.5 | 7.8 | 4.0 | 8.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.2 | 7.5 | 8.8 | 5.3 | 8.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.3 | 9.7 | 6.4 | 3.2 | 8.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.9 | 7.8 | 7.3 | 8.5 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 9.1 | 7.8 | 5.7 | 1.1 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 8.9 | 7.4 | 4.8 | 0.6 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.2 | 7.8 | 7.6 | 4.4 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.8 | 7.9 | 7.7 | 9.1 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 8.5 | 10.0 | 6.0 | 1.8 | 8.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 8.9 | 8.3 | 8.2 | 9.1 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.1 | 8.5 | 7.9 | 6.8 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.7 | 9.2 | 9.1 | 7.9 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.5 | 9.0 | 6.1 | 9.8 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 7.8 | 8.7 | 7.0 | 2.7 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.8 | 8.8 | 7.1 | 6.9 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.8 | 9.4 | 8.8 | 9.2 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.3 | 7.6 | 7.4 | 6.3 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.4 | 7.5 | 6.6 | 2.4 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.2 | 7.5 | 9.1 | 10.0 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 7.2 | 9.4 | 9.0 | 5.1 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 7.9 | 8.4 | 9.9 | 8.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 8.5 | 9.2 | 7.8 | 6.4 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 8.0 | 6.2 | 6.6 | 0.9 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.7 | 9.0 | 7.9 | 7.2 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 7.8 | 8.0 | 9.6 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.3 | 8.8 | 8.8 | 5.1 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 7.4 | 8.1 | 8.6 | 7.7 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 7.6 | 7.6 | 8.6 | 5.2 | 7.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.1 | 8.5 | 7.7 | 8.4 | 7.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 8.2 | 9.2 | 7.5 | 3.9 | 7.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.3 | 8.4 | 4.5 | 0.2 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 8.3 | 9.0 | 8.9 | 9.2 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.6 | 7.7 | 6.9 | 7.1 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 7.9 | 8.6 | 7.3 | 3.4 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.3 | 7.5 | 6.0 | 1.7 | 7.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 59%, Growth: 9%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.6 | 7.5 | 5.3 | 4.6 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.5 | 7.7 | 6.9 | 8.3 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 8.2 | 6.7 | 9.8 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 8.0 | 8.6 | 7.2 | 3.2 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 8.2 | 8.1 | 8.9 | 9.7 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.4 | 8.9 | 4.7 | 0.4 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 7.9 | 6.6 | 8.4 | 4.9 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.3 | 10.0 | 7.6 | 4.0 | 7.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.5 | 7.4 | 7.2 | 3.8 | 7.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 8.3 | 8.9 | 7.3 | 6.9 | 7.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 8.1 | 8.5 | 7.7 | 8.9 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 7.5 | 8.3 | 7.8 | 4.5 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.6 | 6.7 | 6.0 | 3.7 | 7.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 7.7 | 5.8 | 6.0 | 1.7 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.1 | 7.8 | 6.2 | 6.6 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 7.2 | 8.2 | 8.3 | 8.6 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.7 | 6.8 | 6.3 | 2.9 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.2 | 5.8 | 5.7 | 4.2 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.7 | 8.6 | 6.9 | 6.0 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 8.7 | 8.3 | 8.2 | 7.8 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 6.8 | 6.7 | 9.0 | 5.9 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 7.9 | 7.7 | 7.9 | 7.7 | 7.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.7 | 8.1 | 7.8 | 8.2 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.3 | 8.4 | 7.6 | 7.4 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.1 | 8.0 | 7.0 | 2.8 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 6.8 | 7.7 | 8.0 | 0.0 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.6 | 6.9 | 4.9 | 0.6 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.8 | 7.2 | 7.0 | 6.8 | 7.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.7 | 6.1 | 7.1 | 7.0 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 7.3 | 8.1 | 8.2 | 5.7 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 8.4 | 7.5 | 6.5 | 2.2 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 7.7 | 8.2 | 9.4 | 8.7 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.8 | 7.1 | 5.9 | 4.7 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.5 | 8.5 | 6.5 | 5.8 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.2 | 8.3 | 7.2 | 3.7 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.4 | 6.7 | 6.6 | 6.9 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 7.1 | 7.6 | 7.2 | 3.1 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.9 | 7.8 | 8.4 | 8.6 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 8.0 | 8.6 | 7.3 | 4.0 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 7.5 | 8.7 | 7.0 | 7.0 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.5 | 5.9 | 0.5 | 0.8 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.5 | 7.1 | 7.7 | 8.5 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 6.9 | 7.9 | 5.8 | 2.6 | 7.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 8.1 | 7.3 | 8.2 | 9.5 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.0 | 8.3 | 6.2 | 2.6 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.6 | 9.1 | 7.4 | 7.2 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 7.9 | 7.9 | 6.9 | 8.4 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.8 | 8.5 | 7.5 | 9.4 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.5 | 8.1 | 7.9 | 7.9 | 7.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 7.2 | 7.1 | 3.3 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.1 | 6.6 | 8.5 | 8.0 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.4 | 6.4 | 8.1 | 8.2 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.0 | 5.8 | 5.8 | 6.1 | 6.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 6.9 | 7.4 | 7.3 | 7.3 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.0 | 7.2 | 6.5 | 6.3 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.2 | 8.7 | 8.2 | 6.2 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 7.7 | 7.0 | 5.7 | 3.4 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.2 | 7.7 | 7.2 | 9.5 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 6.3 | 6.2 | 7.7 | 4.9 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.6 | 7.1 | 8.8 | 8.9 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.4 | 4.8 | 4.6 | 1.0 | 6.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.8 | 7.4 | 8.7 | 9.6 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 5.9 | 5.8 | 7.4 | 4.8 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 6.4 | 7.3 | 7.7 | 3.9 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 6.9 | 6.0 | 7.0 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 7.6 | 7.1 | 6.8 | 9.3 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 6.5 | 7.5 | 8.2 | 4.5 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.6 | 5.3 | 4.9 | 1.2 | 6.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.3 | 7.5 | 5.4 | 3.8 | 6.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.0 | 8.8 | 7.7 | 9.0 | 6.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.9 | 7.7 | 6.3 | 3.0 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 6.6 | 7.2 | 8.9 | 5.2 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.8 | 8.6 | 8.0 | 8.1 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 6.0 | 6.0 | 6.6 | 2.7 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.1 | 7.9 | 6.5 | 6.0 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.3 | 7.6 | 7.7 | 8.0 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 7.0 | 6.4 | 5.7 | 1.9 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 6.8 | 7.7 | 6.6 | 2.5 | 6.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 6.6 | 7.6 | 7.3 | 3.5 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.2 | 8.8 | 8.9 | 9.8 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.5 | 7.1 | 6.2 | 7.7 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 6.8 | 8.2 | 9.0 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.2 | 6.8 | 7.0 | 3.1 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.2 | 6.6 | 8.4 | 5.2 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.4 | 7.7 | 5.9 | 4.3 | 6.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 7.2 | 6.6 | 4.9 | 1.0 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 5.7 | 7.1 | 3.8 | 2.0 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 6.0 | 7.5 | 8.1 | 8.7 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.3 | 6.8 | 5.1 | 3.2 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 7.2 | 6.5 | 4.9 | 2.9 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 7.2 | 8.1 | 6.7 | 7.3 | 6.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 6.0 | 6.4 | 5.5 | 1.6 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 6.5 | 7.7 | 7.8 | 7.4 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 6.4 | 6.3 | 8.2 | 5.5 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 7.2 | 6.2 | 5.8 | 2.0 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.3 | 5.9 | 5.0 | 2.3 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 13%, Valuation: 21%, Historical: 5% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 6.3 | 7.1 | 7.3 | 8.8 | 6.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.6 | 6.2 | 0.5 | 0.0 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.9 | 6.4 | 4.7 | 1.4 | 6.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.5 | 6.6 | 8.3 | 9.3 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 7.0 | 6.2 | 6.3 | 2.6 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 6.7 | 6.3 | 7.5 | 8.2 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 5.9 | 7.4 | 9.4 | 7.4 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 6.9 | 4.9 | 4.3 | 0.5 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 6.3 | 6.9 | 5.5 | 2.5 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 6.2 | 5.8 | 7.0 | 4.1 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 5.8 | 6.2 | 8.2 | 4.7 | 6.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.2 | 5.0 | 3.3 | 0.6 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.0 | 8.2 | 7.3 | 5.5 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 6.4 | 4.8 | 5.8 | 1.9 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.4 | 5.8 | 3.1 | 0.1 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.1 | 6.4 | 5.9 | 6.6 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.0 | 7.3 | 7.1 | 9.2 | 5.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 5.5 | 6.9 | 8.3 | 8.1 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.2 | 6.4 | 4.3 | 1.3 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.9 | 7.4 | 8.5 | 9.1 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 5.1 | 7.5 | 6.8 | 3.8 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.0 | 6.0 | 5.4 | 6.3 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.9 | 5.9 | 0.5 | 0.2 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.3 | 5.8 | 5.5 | 4.3 | 5.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.2 | 6.8 | 5.5 | 1.7 | 5.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.0 | 7.5 | 6.3 | 2.8 | 5.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 6.0 | 5.7 | 6.1 | 6.7 | 5.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.3 | 7.4 | 6.8 | 4.8 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 5.7 | 6.2 | 6.9 | 7.6 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 6.4 | 6.3 | 7.2 | 5.8 | 5.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 5.5 | 6.9 | 9.0 | 5.1 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 4.7 | 6.6 | 7.8 | 4.3 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.3 | 6.7 | 5.7 | 2.2 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 6.0 | 5.2 | 4.6 | 0.5 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.2 | 5.3 | 5.0 | 1.4 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.0 | 6.0 | 5.4 | 3.7 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.6 | 4.1 | 6.3 | 4.8 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 5.3 | 7.4 | 8.0 | 8.3 | 5.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.3 | 5.8 | 6.3 | 3.1 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.8 | 6.8 | 4.1 | 0.8 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 5.4 | 6.2 | 8.4 | 9.4 | 5.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 5.3 | 7.4 | 7.7 | 4.1 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.4 | 6.1 | 6.2 | 6.2 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 5.5 | 5.3 | 3.5 | 0.4 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 5.3 | 5.2 | 6.9 | 6.4 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.4 | 6.1 | 6.9 | 7.6 | 5.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.8 | 5.5 | 3.8 | 1.1 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 4.4 | 6.3 | 6.6 | 2.3 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 5.2 | 5.6 | 2.5 | 0.3 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.1 | 7.5 | 8.2 | 8.7 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 4.6 | 5.8 | 6.4 | 3.6 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 5.2 | 6.7 | 6.3 | 5.7 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 5.1 | 6.4 | 7.9 | 5.6 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 5.3 | 6.3 | 7.8 | 4.5 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.5 | 5.4 | 6.0 | 6.7 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.8 | 3.9 | 1.6 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 4.6 | 5.8 | 6.8 | 7.5 | 5.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.4 | 5.7 | 5.6 | 1.6 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 3.8 | 6.5 | 6.5 | 5.7 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 5.6 | 6.6 | 6.3 | 6.5 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 5.0 | 6.5 | 7.9 | 5.6 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.0 | 8.0 | 5.0 | 1.3 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 5.4 | 4.9 | 4.2 | 1.2 | 5.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.5 | 6.9 | 4.1 | 1.8 | 5.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.3 | 5.3 | 3.1 | 0.3 | 5.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.3 | 5.3 | 5.5 | 2.4 | 5.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 4.2 | 4.8 | 6.1 | 1.8 | 5.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 4.8 | 7.4 | 7.0 | 6.0 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.8 | 6.2 | 8.3 | 8.0 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.7 | 5.3 | 6.8 | 6.4 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.5 | 5.2 | 9.2 | 9.0 | 4.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 5.1 | 6.5 | 6.5 | 6.6 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 7.2 | 6.3 | 3.0 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 4.2 | 5.3 | 6.3 | 3.4 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.4 | 6.5 | 8.4 | 8.3 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 4.7 | 6.2 | 4.0 | 0.7 | 4.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.4 | 3.7 | 6.0 | 7.1 | 4.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 3.8 | 6.2 | 7.1 | 4.7 | 4.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 4.5 | 5.7 | 6.8 | 8.5 | 4.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 4.0 | 5.5 | 6.5 | 5.9 | 4.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.0 | 6.7 | 7.5 | 7.8 | 4.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.6 | 7.3 | 6.5 | 6.8 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.2 | 5.0 | 6.5 | 3.5 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 3.4 | 4.2 | 3.9 | 2.0 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 62%, Growth: 9%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.2 | 5.8 | 6.9 | 5.9 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.2 | 5.0 | 6.3 | 6.2 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.1 | 6.8 | 5.8 | 5.0 | 4.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.8 | 6.8 | 6.2 | 2.1 | 4.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.0 | 6.3 | 3.4 | 0.7 | 4.4 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 4.2 | 7.4 | 6.4 | 5.4 | 4.3 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 7%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 3.9 | 6.3 | 5.8 | 4.2 | 4.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 3.2 | 5.9 | 6.0 | 6.1 | 4.1 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.4 | 5.2 | 6.2 | 2.1 | 3.9 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 11%, Valuation: 20%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 3.1 | 4.6 | 3.2 | 0.5 | 3.8 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 9%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.6 | 5.4 | 3.6 | 0.9 | 3.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 2.1 | 5.7 | 6.9 | 6.5 | 3.7 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.8 | 5.9 | 5.2 | 6.7 | 3.6 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.7 | 5.0 | 5.8 | 2.4 | 3.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 63%, Growth: 7%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.9 | 5.5 | 6.0 | 3.3 | 3.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 58%, Growth: 12%, Valuation: 25%, Historical: 5% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 2.0 | 5.1 | 5.9 | 3.9 | 3.5 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 64%, Growth: 13%, Valuation: 19%, Historical: 5% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 1.3 | 4.6 | 4.5 | 0.2 | 3.2 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.9 | 5.6 | 4.6 | 1.3 | 3.0 |
|
π Active Profile: Magic Formula + Piotroski Combo Greenblatt ROIC/EY (50/50) + Piotroski health screen βοΈ Weights: Quality: 60%, Growth: 11%, Valuation: 24%, Historical: 5% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 9.8 | 9.7 | 9.2 | 5.4 | 9.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 9.7 | 9.9 | 8.9 | 7.8 | 9.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 9.3 | 9.9 | 4.7 | 0.7 | 9.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.8 | 9.8 | 6.8 | 2.9 | 9.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 8.7 | 9.8 | 8.9 | 10.0 | 9.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 7.6 | 9.9 | 9.0 | 5.1 | 9.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.2 | 9.9 | 9.3 | 7.6 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 8.5 | 9.8 | 9.5 | 9.4 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 8.7 | 9.9 | 7.9 | 4.6 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 8.9 | 8.9 | 8.6 | 7.7 | 8.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 8.1 | 9.9 | 8.8 | 9.2 | 8.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 9.4 | 8.6 | 6.5 | 2.1 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.6 | 9.2 | 7.8 | 4.6 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.3 | 9.1 | 0.5 | 1.0 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 8.3 | 9.8 | 9.4 | 5.3 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.0 | 8.6 | 7.5 | 7.2 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.7 | 9.9 | 9.3 | 7.9 | 8.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 7.5 | 8.6 | 7.4 | 4.1 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.0 | 8.7 | 9.8 | 8.8 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 7.5 | 8.2 | 4.9 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 7.3 | 9.8 | 7.8 | 4.0 | 8.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 9.8 | 9.7 | 7.8 | 6.4 | 8.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 9.0 | 8.8 | 8.0 | 0.0 | 8.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 9.5 | 10.0 | 6.0 | 1.8 | 8.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 8.6 | 8.7 | 7.9 | 7.2 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.4 | 8.8 | 8.6 | 9.9 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 9.1 | 9.6 | 7.8 | 4.5 | 8.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 7.8 | 7.8 | 8.5 | 5.6 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 8.8 | 8.3 | 5.9 | 3.6 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.9 | 8.4 | 7.6 | 4.4 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.5 | 9.4 | 6.6 | 6.1 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 9.2 | 8.4 | 9.1 | 9.5 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 8.8 | 9.6 | 7.3 | 3.4 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.9 | 9.8 | 8.8 | 5.1 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.2 | 9.2 | 7.9 | 4.4 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 9.1 | 7.6 | 8.6 | 5.2 | 8.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.1 | 7.8 | 9.2 | 9.7 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 9.5 | 9.4 | 7.5 | 3.9 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 9.6 | 7.0 | 4.9 | 0.6 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 9.8 | 9.3 | 9.1 | 7.9 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 8.7 | 8.9 | 8.3 | 8.6 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 9.1 | 9.4 | 9.0 | 5.3 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 9.6 | 8.7 | 8.1 | 8.7 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 5.5 | 10.0 | 7.6 | 4.0 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 9.4 | 8.0 | 7.3 | 3.3 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 9.1 | 9.6 | 7.2 | 3.2 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.3 | 10.0 | 9.3 | 5.5 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.5 | 8.8 | 8.4 | 5.2 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 8.8 | 8.7 | 8.2 | 5.0 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 7.5 | 9.7 | 7.7 | 9.1 | 8.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 9.6 | 7.7 | 6.2 | 6.6 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.8 | 8.9 | 9.4 | 9.3 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 5.0 | 9.2 | 7.2 | 3.7 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.7 | 9.9 | 6.4 | 3.2 | 8.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 9.7 | 9.2 | 6.3 | 3.0 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 9.6 | 7.0 | 8.2 | 5.4 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 9.0 | 8.6 | 8.2 | 4.5 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.8 | 9.2 | 6.2 | 2.6 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.6 | 8.7 | 6.8 | 2.8 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.5 | 8.2 | 9.1 | 8.6 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 9.2 | 8.0 | 8.4 | 4.9 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 8.4 | 8.7 | 7.7 | 3.9 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 9.4 | 7.5 | 3.8 | 2.0 | 8.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.4 | 8.8 | 8.4 | 9.9 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 6.6 | 8.9 | 7.4 | 6.3 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 7.8 | 8.5 | 8.0 | 9.6 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 9.3 | 7.8 | 5.8 | 2.6 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 9.5 | 8.3 | 8.7 | 9.6 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 6.8 | 9.3 | 9.4 | 8.9 | 7.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 9.8 | 8.9 | 7.7 | 8.9 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 5.2 | 8.6 | 7.0 | 2.7 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 8.1 | 8.9 | 8.2 | 5.7 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.9 | 9.3 | 6.6 | 2.4 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 8.3 | 7.8 | 7.1 | 7.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 7.6 | 8.4 | 8.5 | 9.1 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 8.4 | 9.6 | 8.0 | 8.1 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 9.0 | 8.6 | 7.8 | 8.2 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 7.6 | 8.6 | 6.8 | 3.8 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 9.7 | 8.9 | 7.3 | 6.9 | 7.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 7.8 | 7.8 | 9.1 | 10.0 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.2 | 8.6 | 4.5 | 0.2 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.4 | 6.3 | 6.3 | 2.3 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 8.5 | 8.6 | 8.3 | 8.1 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 5.7 | 8.6 | 8.2 | 6.2 | 7.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 3.9 | 9.6 | 7.1 | 9.2 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 9.5 | 8.7 | 7.0 | 7.0 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 8.1 | 8.7 | 8.9 | 9.2 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 9.4 | 8.4 | 4.7 | 0.4 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 8.1 | 8.2 | 4.9 | 1.4 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 8.7 | 8.4 | 5.7 | 1.1 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 7.9 | 8.0 | 6.4 | 3.6 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 8.2 | 6.0 | 6.6 | 0.9 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 8.8 | 8.4 | 7.3 | 3.5 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 9.1 | 9.0 | 8.4 | 8.6 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 9.3 | 7.3 | 4.8 | 0.6 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 3.8 | 9.2 | 6.5 | 5.7 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 8.0 | 6.3 | 9.0 | 5.9 | 7.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 7.0 | 8.9 | 7.1 | 6.9 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.8 | 8.3 | 6.1 | 2.5 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 8.0 | 8.0 | 6.8 | 7.5 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 9.6 | 8.7 | 7.5 | 9.4 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.3 | 5.7 | 5.2 | 1.5 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 7.4 | 8.8 | 8.9 | 5.2 | 7.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 7.7 | 7.6 | 7.2 | 3.1 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 7.7 | 7.9 | 5.4 | 3.7 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 4.8 | 8.7 | 7.8 | 4.3 | 7.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 7.0 | 5.8 | 7.4 | 4.8 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 9.0 | 9.6 | 7.3 | 4.0 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 6.2 | 9.8 | 7.7 | 9.0 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.5 | 6.8 | 7.2 | 3.8 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 7.5 | 6.7 | 5.7 | 2.2 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.9 | 8.0 | 6.5 | 5.8 | 7.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 9.5 | 7.0 | 6.2 | 7.7 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 7.7 | 9.1 | 7.0 | 2.8 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.0 | 7.8 | 7.9 | 6.8 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 8.8 | 8.1 | 9.4 | 8.7 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 8.9 | 8.8 | 6.1 | 9.8 | 7.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.3 | 7.5 | 6.9 | 7.1 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 7.5 | 8.4 | 9.0 | 5.1 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 6.5 | 7.0 | 6.0 | 3.7 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 9.9 | 8.5 | 6.9 | 6.0 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 5.8 | 9.1 | 7.8 | 7.4 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.6 | 9.2 | 7.7 | 8.0 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 7.5 | 7.6 | 8.2 | 9.1 | 7.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 8.9 | 7.2 | 7.9 | 7.7 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 9.4 | 6.8 | 8.9 | 9.7 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 7.4 | 8.1 | 8.0 | 8.3 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 8.9 | 8.4 | 7.0 | 6.0 | 6.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 7.8 | 5.7 | 6.9 | 9.7 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 4.7 | 8.9 | 7.1 | 4.7 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 8.0 | 8.7 | 8.2 | 8.7 | 6.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 9.0 | 8.3 | 5.9 | 4.3 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 8.1 | 8.2 | 7.7 | 4.1 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 5.9 | 6.0 | 7.7 | 4.9 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 5.6 | 8.6 | 7.9 | 7.9 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 6.2 | 7.7 | 9.2 | 9.0 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 7.8 | 7.5 | 6.6 | 2.5 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.6 | 7.3 | 7.3 | 5.5 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 7.8 | 8.2 | 7.7 | 8.4 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 7.1 | 7.0 | 6.5 | 5.9 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 6.6 | 6.6 | 5.5 | 1.6 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.1 | 7.9 | 0.5 | 0.0 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 7.1 | 7.3 | 7.0 | 6.8 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 8.2 | 8.2 | 6.5 | 2.2 | 6.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 6.7 | 6.8 | 8.2 | 4.7 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 4.5 | 7.5 | 7.3 | 7.3 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 8.5 | 7.7 | 7.0 | 3.1 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 2.4 | 9.2 | 9.4 | 7.4 | 6.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 7.0 | 6.7 | 6.3 | 3.4 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.2 | 8.0 | 6.5 | 6.0 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 6.2 | 8.1 | 6.9 | 8.4 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.8 | 7.0 | 6.7 | 9.8 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.1 | 9.8 | 8.9 | 9.8 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 6.2 | 7.0 | 7.7 | 8.5 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.3 | 5.8 | 8.8 | 5.3 | 6.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 9.7 | 7.3 | 8.2 | 7.8 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 7.2 | 6.8 | 7.3 | 8.8 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 7.3 | 7.8 | 7.6 | 7.4 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 8.1 | 6.6 | 5.7 | 1.9 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 9.6 | 5.5 | 8.2 | 5.5 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 7.2 | 5.5 | 6.6 | 2.3 | 6.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.8 | 6.5 | 7.2 | 9.5 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 8.3 | 8.4 | 6.4 | 5.4 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 6.9 | 5.1 | 3.9 | 2.0 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.5 | 8.2 | 7.4 | 7.2 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 7.7 | 6.3 | 6.3 | 3.1 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 9.1 | 6.3 | 8.3 | 9.3 | 6.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 8.9 | 6.2 | 7.9 | 5.6 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 6.3 | 7.0 | 5.3 | 4.6 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 8.7 | 6.5 | 4.0 | 0.7 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 6.2 | 7.9 | 6.3 | 5.7 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 7.7 | 5.2 | 6.1 | 1.8 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.3 | 4.6 | 1.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 7.5 | 7.0 | 6.9 | 7.6 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 5.2 | 7.6 | 6.2 | 2.1 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 1.9 | 8.2 | 6.9 | 6.5 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 9.6 | 4.2 | 7.1 | 7.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 9.1 | 6.0 | 7.9 | 5.6 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 5.8 | 7.1 | 3.3 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 8.1 | 8.3 | 6.8 | 4.8 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.7 | 7.3 | 6.0 | 7.0 | 6.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 7.0 | 5.9 | 7.3 | 8.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 6.8 | 6.1 | 6.9 | 8.3 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 8.7 | 4.2 | 5.8 | 6.1 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 6.4 | 7.0 | 5.4 | 3.8 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 9.8 | 5.8 | 8.2 | 9.5 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 9.1 | 5.3 | 6.9 | 7.6 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.5 | 7.6 | 5.5 | 1.7 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 8.7 | 4.4 | 0.5 | 0.8 | 6.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 6.4 | 4.5 | 6.6 | 2.7 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.3 | 6.3 | 2.8 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 9.0 | 4.8 | 5.4 | 6.3 | 6.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.5 | 6.6 | 4.3 | 1.3 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 8.4 | 6.0 | 5.6 | 1.6 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 7.3 | 6.0 | 6.5 | 3.5 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 8.7 | 5.4 | 6.1 | 6.7 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 6.9 | 6.4 | 6.8 | 6.4 | 5.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 7.4 | 7.1 | 6.7 | 7.3 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 9.1 | 6.2 | 6.5 | 6.6 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 9.5 | 5.5 | 7.5 | 8.2 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 9.3 | 5.5 | 7.8 | 4.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 6.8 | 4.2 | 6.0 | 1.7 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.8 | 4.0 | 5.2 | 1.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 7.6 | 6.2 | 6.5 | 6.3 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 7.2 | 7.2 | 6.3 | 6.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 8.7 | 5.3 | 8.4 | 9.4 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 9.5 | 5.1 | 6.3 | 2.9 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 4.7 | 6.9 | 5.5 | 2.5 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 4.2 | 7.5 | 8.2 | 9.0 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 7.3 | 6.2 | 6.9 | 5.9 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.0 | 5.5 | 6.0 | 1.7 | 5.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 36%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 5.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 8.7 | 5.4 | 8.8 | 8.9 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.8 | 5.2 | 6.8 | 9.3 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 9.4 | 4.2 | 7.0 | 4.1 | 5.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 9.4 | 5.0 | 6.6 | 6.9 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 8.4 | 5.3 | 4.9 | 1.0 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 8.0 | 5.5 | 8.3 | 8.0 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 9.0 | 6.7 | 7.5 | 7.8 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 7.2 | 4.7 | 6.3 | 4.8 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 9.0 | 4.8 | 4.6 | 0.5 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 5.1 | 8.8 | 4.6 | 1.3 | 5.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 9.4 | 4.7 | 6.0 | 6.7 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 5.0 | 6.5 | 6.2 | 2.1 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 3.9 | 7.5 | 5.0 | 1.3 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 9.6 | 6.2 | 8.4 | 8.3 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 2.3 | 8.4 | 3.4 | 0.7 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.0 | 4.2 | 5.7 | 4.2 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 7.3 | 4.7 | 6.9 | 6.4 | 5.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 6.0 | 5.8 | 6.3 | 6.2 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 6.5 | 4.6 | 5.9 | 4.7 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 8.4 | 5.0 | 5.8 | 2.0 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 8.8 | 6.2 | 5.9 | 6.6 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 8.9 | 5.5 | 7.2 | 5.8 | 5.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 8.7 | 4.3 | 3.5 | 0.4 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.4 | 4.2 | 6.2 | 6.2 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 6.9 | 5.3 | 8.5 | 8.0 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 8.5 | 4.5 | 5.7 | 3.4 | 5.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 8.2 | 5.0 | 6.3 | 2.6 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 5.8 | 6.3 | 3.0 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 7.8 | 5.0 | 4.7 | 1.4 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 9.1 | 4.3 | 5.5 | 2.4 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.3 | 4.1 | 8.1 | 8.2 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 6.5 | 5.5 | 5.8 | 4.2 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 2.6 | 6.5 | 6.0 | 6.1 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 9.3 | 4.4 | 5.0 | 2.3 | 5.2 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 19%, Growth: 48%, Valuation: 27%, Historical: 5% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 5.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 7.5 | 4.5 | 3.1 | 0.1 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.6 | 4.3 | 4.9 | 1.2 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 8.2 | 4.8 | 3.8 | 1.1 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 8.7 | 4.3 | 5.0 | 1.4 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 7.5 | 4.7 | 4.3 | 0.5 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 45%, Valuation: 29%, Historical: 5% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 8.8 | 3.6 | 5.8 | 1.9 | 5.1 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 2.7 | 4.7 | 4.5 | 0.2 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 4.8 | 4.9 | 2.5 | 0.3 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 3.8 | 4.8 | 3.6 | 0.9 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 7.8 | 4.0 | 4.2 | 1.2 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 3.5 | 6.0 | 5.2 | 6.7 | 5.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 6.4 | 5.1 | 5.1 | 3.2 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 5.0 | 4.2 | 3.3 | 0.6 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 5.0 | 4.7 | 3.2 | 0.5 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 6.0 | 4.8 | 3.1 | 0.3 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 5.5 | 4.8 | 5.5 | 4.3 | 4.9 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 5.2 | 5.0 | 4.9 | 2.9 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 3.0 | 4.8 | 6.0 | 3.3 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 3.4 | 6.8 | 4.1 | 1.8 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 8.1 | 4.2 | 0.5 | 0.2 | 4.8 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 3.4 | 6.0 | 6.8 | 8.5 | 4.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 24%, Growth: 33%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 2.2 | 4.3 | 5.9 | 3.9 | 4.7 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 49%, Valuation: 26%, Historical: 5% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 5.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 3.5 | 6.8 | 6.5 | 6.8 | 4.6 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 21%, Growth: 36%, Valuation: 38%, Historical: 5% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 6.2 | 6.0 | 5.8 | 2.4 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 23%, Growth: 33%, Valuation: 39%, Historical: 5% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 5.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 4.3 | 4.2 | 3.9 | 1.6 | 4.5 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 7.0 | 3.8 | 6.0 | 7.1 | 4.4 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 22%, Growth: 38%, Valuation: 35%, Historical: 5% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 5.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 2.7 | 5.1 | 5.8 | 5.0 | 4.3 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 18%, Growth: 44%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 5.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 3.6 | 4.4 | 4.1 | 0.8 | 4.0 |
|
π Active Profile: Peter Lynch GARP (PEG-Primary) PEG ratio is THE core metric. Fair value PEG = 1.0. 29.2% returns (1977-1990) βοΈ Weights: Quality: 20%, Growth: 42%, Valuation: 33%, Historical: 5% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 5.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 5.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 10.0 | 8.0 | 9.8 | 8.8 | 9.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 10.0 | 8.5 | 8.9 | 10.0 | 9.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 10.0 | 9.0 | 9.2 | 9.7 | 9.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 10.0 | 8.8 | 8.2 | 4.9 | 9.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 10.0 | 9.8 | 8.9 | 7.8 | 9.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 10.0 | 9.1 | 9.5 | 9.4 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 10.0 | 7.5 | 8.2 | 5.4 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 10.0 | 8.4 | 9.1 | 9.5 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 10.0 | 9.4 | 9.3 | 7.6 | 9.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 9.7 | 9.3 | 9.2 | 5.4 | 9.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 10.0 | 8.2 | 7.5 | 7.2 | 9.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 10.0 | 9.0 | 9.1 | 8.6 | 9.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 10.0 | 9.4 | 7.9 | 4.6 | 9.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 10.0 | 9.8 | 9.3 | 7.9 | 9.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 10.0 | 7.5 | 8.6 | 9.9 | 9.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 9.6 | 7.3 | 8.5 | 5.6 | 9.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 10.0 | 9.5 | 9.4 | 9.3 | 9.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 9.7 | 9.1 | 9.4 | 5.3 | 9.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 10.0 | 9.2 | 6.8 | 2.9 | 9.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 10.0 | 9.7 | 9.0 | 5.3 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 10.0 | 9.3 | 9.1 | 7.9 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 10.0 | 7.2 | 8.8 | 5.3 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 10.0 | 7.3 | 6.3 | 2.3 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 10.0 | 10.0 | 9.3 | 5.5 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 9.9 | 8.8 | 8.2 | 5.0 | 9.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 10.0 | 8.9 | 7.9 | 4.4 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 9.8 | 8.8 | 6.5 | 2.1 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 10.0 | 7.0 | 5.9 | 3.6 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 9.8 | 8.0 | 7.3 | 3.3 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 10.0 | 9.2 | 7.8 | 7.1 | 9.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 10.0 | 7.0 | 5.2 | 1.5 | 9.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 9.5 | 8.9 | 7.8 | 4.6 | 9.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 10.0 | 8.2 | 7.9 | 6.8 | 9.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 10.0 | 9.2 | 6.8 | 2.8 | 9.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 10.0 | 9.7 | 6.6 | 6.1 | 9.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 9.6 | 9.0 | 8.8 | 5.1 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 9.8 | 9.3 | 7.8 | 6.4 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 9.4 | 7.8 | 7.6 | 4.4 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 9.6 | 8.1 | 8.9 | 9.7 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 9.6 | 7.8 | 8.4 | 9.9 | 9.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 9.1 | 7.4 | 9.1 | 10.0 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 10.0 | 6.4 | 5.2 | 1.5 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 9.2 | 6.5 | 8.4 | 4.9 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 10.0 | 7.7 | 5.7 | 1.1 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 9.1 | 7.8 | 7.4 | 4.1 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 9.9 | 10.0 | 6.0 | 1.8 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 9.0 | 7.6 | 8.6 | 5.2 | 8.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 10.0 | 9.8 | 6.4 | 3.2 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 10.0 | 7.3 | 4.8 | 0.6 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 10.0 | 7.6 | 6.6 | 2.4 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 9.5 | 9.4 | 7.5 | 3.9 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.2 | 6.1 | 2.5 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 8.9 | 8.2 | 8.6 | 7.7 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 9.6 | 7.3 | 8.2 | 9.5 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 9.8 | 8.3 | 8.2 | 7.8 | 8.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 9.5 | 8.6 | 7.7 | 8.9 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 9.4 | 9.6 | 4.7 | 0.7 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 9.1 | 8.5 | 7.8 | 4.0 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.8 | 8.3 | 4.9 | 1.4 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 10.0 | 8.6 | 6.9 | 6.0 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 10.0 | 8.9 | 6.1 | 9.8 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.3 | 7.9 | 7.7 | 9.1 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 9.6 | 9.0 | 7.3 | 6.9 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.8 | 7.9 | 6.7 | 9.8 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 9.5 | 7.5 | 6.9 | 7.1 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 8.9 | 9.0 | 7.9 | 7.2 | 8.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 9.8 | 6.7 | 6.8 | 9.3 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 9.0 | 7.7 | 8.0 | 9.6 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 9.1 | 9.0 | 8.9 | 9.2 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 8.7 | 9.6 | 8.8 | 9.2 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 9.3 | 7.6 | 7.9 | 7.7 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 9.9 | 6.5 | 6.3 | 2.9 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.5 | 8.3 | 7.7 | 8.4 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 8.8 | 9.1 | 9.4 | 8.9 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 10.0 | 7.0 | 6.0 | 1.7 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 9.0 | 6.0 | 6.6 | 0.9 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 9.3 | 8.7 | 7.2 | 3.2 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 9.3 | 8.0 | 8.4 | 8.6 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 9.0 | 8.2 | 9.4 | 8.7 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 9.1 | 8.7 | 7.3 | 3.4 | 8.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 9.1 | 8.2 | 7.8 | 8.2 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 8.8 | 8.4 | 8.3 | 8.6 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 10.0 | 7.6 | 0.5 | 1.0 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.9 | 7.6 | 7.4 | 6.3 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 8.9 | 8.5 | 7.8 | 4.5 | 8.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 9.1 | 5.8 | 7.1 | 7.0 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 8.2 | 9.6 | 9.0 | 5.1 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 9.7 | 8.9 | 4.7 | 0.4 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 9.3 | 8.7 | 7.5 | 9.4 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 9.6 | 6.5 | 6.6 | 6.9 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 9.2 | 8.8 | 7.0 | 7.0 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.8 | 7.0 | 6.9 | 9.7 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 8.5 | 8.0 | 8.0 | 0.0 | 8.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.9 | 7.4 | 7.3 | 8.5 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 8.8 | 7.8 | 6.2 | 6.6 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 8.9 | 7.0 | 8.8 | 8.9 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 9.1 | 7.2 | 6.2 | 7.7 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 9.2 | 5.3 | 5.7 | 4.2 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 9.2 | 8.7 | 7.3 | 4.0 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 8.5 | 7.6 | 8.7 | 9.6 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.9 | 8.7 | 7.1 | 6.9 | 8.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 8.7 | 7.8 | 8.2 | 9.1 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 9.3 | 7.4 | 6.5 | 2.2 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 9.2 | 8.3 | 4.5 | 0.2 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 8.4 | 7.4 | 7.2 | 3.8 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 8.0 | 6.6 | 9.0 | 5.9 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 9.4 | 9.0 | 7.4 | 7.2 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 8.8 | 8.2 | 5.8 | 2.6 | 8.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 8.5 | 8.1 | 8.2 | 5.7 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.9 | 8.1 | 7.6 | 7.4 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.5 | 6.1 | 8.1 | 8.2 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.9 | 8.0 | 7.0 | 2.8 | 8.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 8.4 | 7.0 | 4.9 | 0.6 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.7 | 6.1 | 8.5 | 8.0 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 8.2 | 7.9 | 8.2 | 4.5 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 8.4 | 6.5 | 8.2 | 5.5 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 9.2 | 6.9 | 6.0 | 7.0 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.6 | 7.0 | 7.0 | 6.8 | 8.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.4 | 5.3 | 6.0 | 1.7 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 8.6 | 8.1 | 6.3 | 3.0 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 8.4 | 5.5 | 5.8 | 6.1 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 8.5 | 8.4 | 6.5 | 5.8 | 7.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.3 | 6.5 | 6.0 | 3.7 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 8.2 | 7.5 | 7.2 | 3.1 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 8.4 | 7.0 | 8.3 | 9.3 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 8.7 | 6.8 | 5.7 | 3.4 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 8.0 | 7.4 | 7.7 | 3.9 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 8.0 | 7.8 | 8.1 | 8.7 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 8.6 | 6.8 | 7.0 | 3.1 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 8.3 | 8.0 | 7.3 | 3.5 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 8.3 | 7.8 | 7.2 | 9.5 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 8.9 | 7.8 | 5.9 | 4.3 | 7.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 8.4 | 6.5 | 7.5 | 8.2 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 8.2 | 8.9 | 8.0 | 8.1 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 8.2 | 8.9 | 8.9 | 9.8 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.0 | 6.9 | 7.7 | 8.5 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 8.2 | 8.5 | 6.2 | 2.6 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.5 | 7.2 | 5.3 | 4.6 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 8.4 | 7.7 | 7.7 | 8.0 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.2 | 7.2 | 6.9 | 8.3 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 7.8 | 7.3 | 8.9 | 5.2 | 7.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 8.8 | 5.8 | 5.0 | 2.3 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 8.1 | 6.0 | 7.0 | 4.1 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 8.3 | 6.3 | 5.7 | 1.9 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.9 | 7.0 | 7.1 | 3.3 | 7.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 8.5 | 6.0 | 5.8 | 2.0 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 8.2 | 7.7 | 6.9 | 8.4 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 8.1 | 7.7 | 6.6 | 2.5 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 8.8 | 5.7 | 0.5 | 0.8 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.8 | 7.9 | 7.9 | 7.9 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 8.2 | 4.9 | 5.8 | 1.9 | 7.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 7.4 | 8.6 | 7.0 | 2.7 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 7.1 | 5.8 | 7.4 | 4.8 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 7.5 | 7.2 | 8.3 | 8.1 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 7.2 | 6.2 | 7.7 | 4.9 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 8.0 | 7.5 | 3.8 | 2.0 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 8.6 | 6.3 | 5.9 | 6.6 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 8.3 | 6.0 | 6.3 | 2.6 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 8.1 | 7.8 | 6.5 | 6.0 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.2 | 6.8 | 6.5 | 6.3 | 7.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 8.2 | 6.6 | 7.2 | 5.8 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 8.4 | 6.4 | 4.9 | 1.0 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 7.8 | 6.5 | 6.9 | 7.6 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 8.0 | 6.2 | 5.4 | 6.3 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 7.5 | 4.6 | 4.6 | 1.0 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 7.9 | 5.8 | 6.1 | 6.7 | 7.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.1 | 10.0 | 7.6 | 4.0 | 7.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.9 | 5.2 | 4.9 | 1.2 | 7.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.7 | 6.5 | 5.9 | 4.7 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 7.5 | 6.5 | 7.8 | 4.5 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 8.0 | 8.2 | 6.7 | 7.3 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.8 | 8.8 | 8.2 | 6.2 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.5 | 9.0 | 7.7 | 9.0 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 7.8 | 7.8 | 6.8 | 4.8 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 7.2 | 6.4 | 8.4 | 9.4 | 7.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 7.7 | 6.8 | 8.4 | 8.3 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 8.0 | 4.7 | 4.3 | 0.5 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 7.8 | 5.2 | 4.6 | 0.5 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 7.2 | 6.8 | 7.9 | 5.6 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 6.8 | 5.9 | 6.6 | 2.7 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.5 | 8.4 | 7.2 | 3.7 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 7.9 | 5.3 | 5.0 | 1.4 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 6.9 | 6.2 | 8.2 | 4.7 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 7.9 | 6.2 | 4.7 | 1.4 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 6.7 | 7.8 | 8.5 | 9.1 | 7.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 7.2 | 7.8 | 7.8 | 7.4 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 6.9 | 7.3 | 9.0 | 5.1 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 6.2 | 6.8 | 8.4 | 5.2 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 7.6 | 5.5 | 6.0 | 6.7 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.9 | 6.4 | 5.1 | 3.2 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 7.1 | 6.8 | 7.9 | 5.6 | 6.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 7.0 | 7.0 | 7.3 | 8.8 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 7.1 | 6.3 | 5.5 | 1.6 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 7.1 | 4.2 | 6.3 | 4.8 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 7.1 | 7.7 | 7.7 | 4.1 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 7.1 | 6.4 | 5.4 | 3.7 | 6.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 7.4 | 5.3 | 5.5 | 2.4 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.3 | 7.0 | 5.4 | 3.8 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 6.7 | 7.9 | 6.8 | 3.8 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 7.3 | 6.8 | 6.5 | 6.6 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 7.2 | 7.4 | 6.3 | 2.8 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 7.0 | 6.0 | 6.3 | 3.1 | 6.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 6.8 | 7.8 | 8.2 | 8.7 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 7.6 | 5.8 | 3.1 | 0.1 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 7.5 | 6.0 | 4.9 | 2.9 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 7.2 | 5.8 | 5.6 | 1.6 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 6.7 | 6.2 | 6.8 | 7.5 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 6.7 | 7.6 | 8.0 | 8.3 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 6.9 | 6.3 | 6.9 | 7.6 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 6.8 | 5.4 | 6.9 | 6.4 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 7.4 | 5.3 | 3.5 | 0.4 | 6.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 6.4 | 7.0 | 7.3 | 7.3 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 7.0 | 7.8 | 7.0 | 6.0 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 7.2 | 7.0 | 7.5 | 7.8 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 7.1 | 6.7 | 5.5 | 1.7 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 6.5 | 6.5 | 8.3 | 8.0 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 7.4 | 5.7 | 3.8 | 1.1 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 6.4 | 6.2 | 6.4 | 3.6 | 6.5 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 7.1 | 6.3 | 4.3 | 1.3 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 8.1 | 5.7 | 0.5 | 0.2 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 6.5 | 6.3 | 8.2 | 9.0 | 6.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.6 | 6.1 | 0.5 | 0.0 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 6.9 | 6.9 | 6.3 | 6.5 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 6.6 | 4.5 | 3.9 | 2.0 | 6.3 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 7.0 | 5.0 | 4.2 | 1.2 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 6.1 | 6.5 | 6.6 | 2.3 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 6.0 | 7.0 | 5.7 | 2.2 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 5.8 | 5.3 | 9.2 | 9.0 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 6.8 | 3.8 | 6.0 | 7.1 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 6.1 | 5.0 | 6.1 | 1.8 | 6.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.7 | 4.7 | 3.3 | 0.6 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 6.2 | 5.3 | 6.8 | 6.4 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 6.8 | 6.2 | 4.0 | 0.7 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 5.6 | 6.7 | 7.8 | 4.3 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.5 | 5.5 | 5.5 | 4.3 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 6.2 | 5.3 | 6.5 | 3.5 | 6.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 6.4 | 7.8 | 6.4 | 5.4 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.6 | 7.5 | 7.1 | 9.2 | 6.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 5.8 | 5.7 | 6.5 | 5.9 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 6.1 | 5.8 | 6.9 | 5.9 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 6.2 | 6.8 | 6.3 | 5.7 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 5.8 | 5.7 | 6.3 | 3.4 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 6.1 | 6.5 | 5.5 | 2.5 | 5.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 5.4 | 8.0 | 7.3 | 5.5 | 5.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 5.0 | 7.2 | 9.4 | 7.4 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 6.3 | 5.4 | 2.5 | 0.3 | 5.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 6.4 | 5.2 | 3.1 | 0.3 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 5.8 | 6.5 | 5.8 | 4.2 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 5.2 | 5.8 | 6.2 | 6.2 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 5.6 | 5.2 | 6.3 | 6.2 | 5.6 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 5.0 | 6.5 | 7.1 | 4.7 | 5.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 4.8 | 6.8 | 6.5 | 5.7 | 5.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.6 | 5.5 | 3.9 | 1.6 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 5.0 | 5.6 | 6.8 | 8.5 | 5.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 73%, Growth: 0%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 5.0 | 7.0 | 6.3 | 3.0 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 5.0 | 7.0 | 6.2 | 2.1 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.5 | 6.3 | 4.1 | 0.8 | 5.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.2 | 7.8 | 5.0 | 1.3 | 5.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 5.3 | 5.3 | 5.8 | 2.4 | 5.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.4 | 6.8 | 4.1 | 1.8 | 4.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.7 | 7.1 | 6.5 | 6.8 | 4.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 4.5 | 5.5 | 6.2 | 2.1 | 4.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 74%, Growth: 0%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.3 | 5.9 | 6.0 | 6.1 | 4.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.1 | 6.4 | 5.8 | 5.0 | 4.4 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 4.3 | 4.7 | 3.2 | 0.5 | 4.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 4.6 | 6.0 | 4.6 | 1.3 | 4.2 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 3.1 | 6.1 | 6.9 | 6.5 | 4.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 3.8 | 6.1 | 5.2 | 6.7 | 4.1 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 3.8 | 5.7 | 3.6 | 0.9 | 4.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 3.9 | 6.2 | 3.4 | 0.7 | 4.0 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 3.0 | 5.0 | 5.9 | 3.9 | 3.9 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 75%, Growth: 0%, Valuation: 10%, Historical: 15% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 2.9 | 5.7 | 6.0 | 3.3 | 3.8 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 71%, Growth: 0%, Valuation: 14%, Historical: 15% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 2.9 | 4.7 | 4.5 | 0.2 | 3.7 |
|
π Active Profile: Piotroski F-Score Quality Screen 9 binary signals: 4 profitability, 3 leverage/liquidity, 2 efficiency βοΈ Weights: Quality: 72%, Growth: 0%, Valuation: 13%, Historical: 15% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 10.0 | 7.8 | N/A | 5.6 | 9.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 10.0 | 8.5 | N/A | 10.0 | 9.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 10.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 9.2 | N/A | 4.9 | 9.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 10.0 | 8.2 | N/A | 5.4 | 9.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 9.1 | 7.8 | N/A | 4.1 | 9.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.9 | 7.5 | N/A | 3.6 | 9.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 10.0 | 9.3 | N/A | 9.7 | 9.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.5 | 8.0 | N/A | 1.5 | 9.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.6 | 8.2 | N/A | 2.3 | 9.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.0 | 7.7 | N/A | 1.0 | 9.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.2 | 8.7 | N/A | 7.2 | 9.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 9.2 | 8.9 | N/A | 2.7 | 8.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 9.5 | 9.4 | N/A | 4.6 | 8.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 10.0 | 7.7 | N/A | 6.3 | 8.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 10.0 | 9.1 | N/A | 9.4 | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 9.7 | 8.5 | N/A | 4.0 | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 10.0 | 8.7 | N/A | 9.5 | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.4 | 8.2 | N/A | 8.8 | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.0 | 9.0 | N/A | 2.9 | 8.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.7 | 8.0 | N/A | 9.7 | 8.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 10.0 | 9.4 | N/A | 7.6 | 8.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 9.7 | 9.1 | N/A | 5.3 | 8.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 8.5 | 9.6 | N/A | 7.8 | 8.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 10.0 | 8.6 | N/A | 1.4 | 8.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.9 | 7.5 | N/A | 1.5 | 8.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.6 | 8.8 | N/A | 4.6 | 8.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 8.1 | 6.5 | N/A | 0.9 | 8.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.5 | 7.6 | N/A | 9.9 | 8.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 9.5 | 9.0 | N/A | 5.0 | 8.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 7.3 | 9.1 | N/A | 5.4 | 8.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 10.0 | 9.2 | N/A | 8.9 | 8.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.9 | 7.9 | N/A | 9.1 | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 7.7 | 8.8 | N/A | 2.1 | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 10.0 | 8.1 | N/A | 8.5 | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.0 | 9.2 | N/A | 0.7 | 8.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.6 | 6.7 | N/A | 3.7 | 8.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 7.0 | 8.1 | N/A | 3.7 | 8.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.7 | 6.3 | N/A | 1.7 | 8.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.2 | 8.0 | N/A | 3.3 | 8.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.3 | 8.8 | N/A | 4.4 | 8.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 10.0 | 9.8 | N/A | 5.3 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.8 | N/A | 6.1 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.5 | 7.5 | N/A | 10.0 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 10.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 10.0 | 7.6 | N/A | 4.6 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.5 | 5.0 | N/A | 1.0 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.4 | N/A | 7.1 | 7.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.9 | 8.8 | N/A | 6.9 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.4 | 9.6 | N/A | 2.8 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 9.6 | 8.1 | N/A | 1.1 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.8 | 8.6 | N/A | 9.1 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.9 | 8.3 | N/A | 0.2 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.4 | 7.7 | N/A | 9.6 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 7.7 | 7.8 | N/A | 4.4 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 8.9 | 9.6 | N/A | 7.9 | 7.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 8.5 | 7.5 | N/A | 0.6 | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.2 | 9.7 | N/A | 9.3 | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 6.5 | 9.2 | N/A | 5.1 | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.8 | 8.1 | N/A | 8.3 | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 8.9 | 7.7 | N/A | 7.3 | 7.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.5 | 7.4 | N/A | 3.8 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.5 | 9.1 | N/A | 8.6 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.3 | 8.1 | N/A | 5.3 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 10.0 | 10.0 | N/A | 5.5 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.4 | N/A | 2.5 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 7.0 | 6.5 | N/A | 4.9 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 6.5 | 7.5 | N/A | 5.2 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.9 | 10.0 | N/A | 4.0 | 7.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.6 | 7.8 | N/A | 9.9 | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 6.2 | 7.9 | N/A | 7.7 | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.4 | 8.7 | N/A | 6.8 | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.2 | 9.2 | N/A | 9.2 | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.0 | 8.8 | N/A | 7.2 | 7.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 6.2 | 6.8 | N/A | 5.9 | 7.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 6.6 | 6.2 | N/A | 0.8 | 7.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.8 | 7.7 | N/A | 4.7 | 7.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.8 | 7.8 | N/A | 7.1 | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 10.0 | 9.1 | N/A | 9.8 | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 10.0 | 8.6 | N/A | 8.4 | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 9.3 | 8.1 | N/A | 7.9 | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 7.8 | 10.0 | N/A | 1.8 | 7.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 7.2 | 6.5 | N/A | 4.9 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.6 | 7.3 | N/A | 6.8 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 7.9 | 8.6 | N/A | 5.1 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.3 | 6.3 | N/A | 4.2 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 7.4 | 8.5 | N/A | 3.4 | 7.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 5.0 | 5.7 | N/A | 4.8 | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 7.2 | 7.6 | N/A | 3.1 | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.2 | 6.5 | N/A | 5.2 | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.8 | 7.9 | N/A | 1.7 | 7.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 48%, Growth: 0%, Valuation: 52%, Historical: 0% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 9.3 | 8.0 | N/A | 8.4 | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 8.9 | 9.6 | N/A | 3.2 | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.1 | 7.4 | N/A | 2.4 | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.9 | 7.9 | N/A | 2.8 | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.8 | 7.2 | N/A | 8.5 | 6.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 8.8 | 7.7 | N/A | 7.4 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 7.3 | 9.1 | N/A | 3.9 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 7.4 | 8.5 | N/A | 3.2 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 9.7 | 7.1 | N/A | 9.0 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 7.1 | 5.3 | N/A | 0.6 | 6.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 9.5 | 7.0 | N/A | 8.0 | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.7 | 8.4 | N/A | 9.8 | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 9.3 | 8.4 | N/A | 7.4 | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 7.5 | 9.1 | N/A | 6.4 | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 5.4 | 7.7 | N/A | 6.6 | 6.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 6.2 | 7.1 | N/A | 9.2 | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.1 | 8.8 | N/A | 6.2 | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 6.1 | 7.9 | N/A | 8.6 | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 7.9 | 9.0 | N/A | 7.9 | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 7.2 | 8.0 | N/A | 5.7 | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 6.5 | 8.1 | N/A | 4.5 | 6.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 7.8 | 8.7 | N/A | 0.4 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.8 | 5.3 | N/A | 1.2 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 7.9 | 8.8 | N/A | 9.2 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 5.1 | 7.5 | N/A | 0.0 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 4.0 | 6.7 | N/A | 0.6 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 5.9 | 6.1 | N/A | 6.1 | 6.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 5.0 | 6.1 | N/A | 2.7 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 8.7 | 7.0 | N/A | 2.9 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 5.8 | 6.3 | N/A | 1.6 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.9 | 7.7 | N/A | 3.8 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.7 | 6.1 | N/A | 0.0 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.0 | 8.6 | N/A | 5.8 | 6.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.3 | 7.0 | N/A | 2.9 | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.6 | 7.3 | N/A | 3.3 | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 7.8 | 7.1 | N/A | 2.5 | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 6.2 | 8.0 | N/A | 2.6 | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 8.7 | 7.6 | N/A | 2.2 | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 7.1 | 7.7 | N/A | 7.7 | 6.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 7.4 | 8.9 | N/A | 6.9 | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 6.3 | 6.4 | N/A | 7.0 | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 7.2 | 8.2 | N/A | 9.7 | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 5.1 | 7.8 | N/A | 2.6 | 6.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.0 | 6.8 | N/A | 8.2 | 6.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 6.4 | 7.0 | N/A | 5.2 | 6.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.1 | 7.5 | N/A | 6.3 | 6.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 7.4 | 7.5 | N/A | 7.4 | 6.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 8.2 | 7.2 | N/A | 3.2 | 6.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 5.0 | 7.1 | N/A | 3.9 | 6.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 7.7 | 7.0 | N/A | 6.9 | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.6 | 8.6 | N/A | 9.0 | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 7.0 | 8.1 | N/A | 8.7 | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 5.1 | 6.4 | N/A | 4.3 | 5.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 4.3 | 6.2 | N/A | 5.7 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 6.4 | 7.8 | N/A | 8.2 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 7.4 | 8.5 | N/A | 4.0 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 6.7 | 8.4 | N/A | 8.9 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 6.9 | 7.4 | N/A | 3.4 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 8.2 | 8.4 | N/A | 7.8 | 5.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 7.0 | 6.1 | N/A | 4.3 | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.0 | 7.7 | N/A | 6.0 | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 6.3 | 7.7 | N/A | 9.5 | 5.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 6.0 | 8.4 | N/A | 7.0 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 6.2 | 6.3 | N/A | 1.9 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 6.1 | 7.5 | N/A | 2.5 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.5 | 7.5 | N/A | 8.0 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 6.7 | 5.1 | N/A | 0.5 | 5.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.0 | 6.3 | N/A | 1.3 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.4 | 8.2 | N/A | 5.5 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 7.0 | 7.3 | N/A | 0.8 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 6.8 | 7.7 | N/A | 8.6 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.8 | 8.7 | N/A | 9.8 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 5.6 | 7.2 | N/A | 8.8 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 7.8 | 7.0 | N/A | 7.0 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.6 | 9.1 | N/A | 7.2 | 5.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 3.8 | 6.5 | N/A | 6.2 | 5.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 6.4 | 6.7 | N/A | 1.0 | 5.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 6.6 | 7.5 | N/A | 9.3 | 5.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 5.0 | 6.0 | N/A | 4.7 | 5.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 5.4 | 6.2 | N/A | 0.7 | 5.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 5.0 | 5.8 | N/A | 0.3 | 5.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 7.7 | 8.7 | N/A | 6.0 | 5.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.1 | 6.6 | N/A | 1.7 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 6.5 | 6.3 | N/A | 2.0 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 4.3 | 7.2 | N/A | 4.5 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 2.6 | 6.9 | N/A | 2.0 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 6.7 | 7.5 | N/A | 9.5 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.4 | 6.1 | N/A | 1.6 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.3 | 6.1 | N/A | 0.2 | 5.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.5 | 6.7 | N/A | 3.1 | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.0 | 6.6 | N/A | 1.4 | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 4.6 | 7.0 | N/A | 9.6 | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 6.4 | 7.3 | N/A | 8.9 | 5.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 6.9 | 6.8 | N/A | 1.8 | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 6.0 | 6.0 | N/A | 8.5 | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 5.9 | 7.5 | N/A | 2.8 | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 6.3 | 8.4 | N/A | 9.4 | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 6.8 | 8.3 | N/A | 7.3 | 5.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 5.0 | 5.8 | N/A | 0.1 | 4.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 4.0 | 6.9 | N/A | 7.7 | 4.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 4.4 | 4.0 | N/A | 4.8 | 4.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 6.0 | 6.3 | N/A | 2.6 | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 4.5 | 7.2 | N/A | 3.5 | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 4.8 | 7.3 | N/A | 3.0 | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 5.2 | 8.3 | N/A | 8.1 | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.0 | 5.3 | N/A | 0.3 | 4.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 5.6 | 6.0 | N/A | 2.3 | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 2.8 | 7.2 | N/A | 3.8 | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 1.4 | 6.6 | N/A | 2.2 | 4.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 6.5 | 7.7 | N/A | 4.3 | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 2.4 | 7.1 | N/A | 9.1 | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 4.3 | 6.2 | N/A | 5.5 | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 2.7 | 5.6 | N/A | 3.7 | 4.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 4.3 | 4.8 | N/A | 1.9 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 2.9 | 5.8 | N/A | 4.7 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.0 | 5.1 | N/A | 6.4 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.0 | 8.0 | N/A | 1.3 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 3.7 | 5.6 | N/A | 3.1 | 4.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 3.9 | 5.7 | N/A | 6.1 | 4.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 3.5 | 6.0 | N/A | 6.3 | 4.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 3.1 | 7.2 | N/A | 8.7 | 4.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 2.8 | 6.6 | N/A | 8.1 | 4.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 4.4 | 6.5 | N/A | 9.3 | 4.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 3.7 | 5.8 | N/A | 4.1 | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 1.1 | 4.1 | N/A | 2.0 | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.5 | 7.2 | N/A | 5.0 | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 4.2 | 6.3 | N/A | 5.7 | 4.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 5.8 | 6.3 | N/A | 6.6 | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 4.2 | 5.2 | N/A | 1.4 | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 2.2 | 5.1 | N/A | 6.5 | 4.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 3.6 | 5.6 | N/A | 6.7 | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 1.6 | 6.2 | N/A | 2.3 | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 3.4 | 7.3 | N/A | 3.0 | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 5.0 | 7.3 | N/A | 6.8 | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 4.5 | 6.2 | N/A | 8.2 | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 3.4 | 4.9 | N/A | 1.2 | 4.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 1.0 | 4.5 | N/A | 0.2 | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 1.4 | 4.7 | N/A | 1.8 | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 3.1 | 5.0 | N/A | 6.4 | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 3.4 | 5.1 | N/A | 0.5 | 3.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 4.5 | 3.7 | N/A | 7.1 | 3.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 4.5 | 7.1 | N/A | 4.8 | 3.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 3.5 | 6.6 | N/A | 5.1 | 3.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 3.1 | 4.9 | N/A | 6.2 | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 2.7 | 6.2 | N/A | 7.6 | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 3.5 | 5.8 | N/A | 7.6 | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 1.6 | 5.5 | N/A | 3.6 | 3.7 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 2.8 | 4.8 | N/A | 9.0 | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 2.6 | 5.2 | N/A | 0.4 | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 3.5 | 5.4 | N/A | 1.1 | 3.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 4.2 | 6.2 | N/A | 5.8 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 1.8 | 5.5 | N/A | 7.5 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 3.1 | 7.0 | N/A | 4.1 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 1.0 | 5.2 | N/A | 3.9 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 1.0 | 5.4 | N/A | 0.9 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 3.9 | 6.2 | N/A | 6.5 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 1.7 | 5.2 | N/A | 3.4 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 3.0 | 7.0 | N/A | 8.3 | 3.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.0 | 5.4 | N/A | 3.3 | 3.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 2.9 | 5.5 | N/A | 1.6 | 3.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 1.4 | 4.5 | N/A | 0.5 | 3.3 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 1.5 | 5.2 | N/A | 5.9 | 3.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 2.4 | 7.2 | N/A | 8.7 | 3.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 2.4 | 5.4 | N/A | 6.7 | 3.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 52%, Growth: 0%, Valuation: 48%, Historical: 0% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 2.5 | 6.2 | N/A | 9.4 | 3.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 1.8 | 6.3 | N/A | 2.1 | 3.1 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 1.6 | 6.5 | N/A | 5.6 | 3.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 1.7 | 5.5 | N/A | 6.7 | 3.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 1.7 | 5.0 | N/A | 3.5 | 3.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 1.8 | 6.2 | N/A | 8.0 | 2.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 1.8 | 6.4 | N/A | 5.6 | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 1.7 | 5.1 | N/A | 2.1 | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 1.6 | 5.5 | N/A | 5.9 | 2.8 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 1.8 | 5.2 | N/A | 2.4 | 2.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 2.0 | 6.2 | N/A | 4.5 | 2.6 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 1.4 | 7.1 | N/A | 6.0 | 2.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 1.4 | 5.9 | N/A | 0.7 | 2.5 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 1.1 | 6.2 | N/A | 4.2 | 2.2 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 56%, Growth: 0%, Valuation: 44%, Historical: 0% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 1.0 | 7.1 | N/A | 5.4 | 2.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 53%, Growth: 0%, Valuation: 47%, Historical: 0% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 2.0 | 6.5 | N/A | 8.3 | 2.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 1.6 | 6.5 | N/A | 6.6 | 2.0 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 58%, Growth: 0%, Valuation: 42%, Historical: 0% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 1.8 | 6.6 | N/A | 7.8 | 1.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 49%, Growth: 0%, Valuation: 51%, Historical: 0% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 1.6 | 5.0 | N/A | 2.4 | 1.9 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 1.0 | 5.2 | N/A | 1.3 | 1.4 |
|
π Active Profile: Greenblatt Magic Formula 50% ROIC + 50% Earnings Yield. 30.8% CAGR (1988-2004) βοΈ Weights: Quality: 51%, Growth: 0%, Valuation: 49%, Historical: 0% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.8 | 9.6 | 9.2 | 9.7 | 9.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.8 | 9.7 | 9.3 | 7.6 | 9.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 9.6 | 9.2 | 8.9 | 10.0 | 9.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 10.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 9.8 | 9.3 | 9.1 | 9.5 | 9.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.6 | 8.9 | 8.2 | 4.9 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 9.8 | 9.9 | 9.0 | 5.3 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 9.9 | 8.2 | 8.2 | 5.4 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.5 | 9.6 | 9.5 | 9.4 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: 9.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.9 | 10.0 | 9.3 | 5.5 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.3 | 9.1 | 9.8 | 8.8 | 9.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: 9.8 Trust Factor: 8.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.7 | 7.8 | 7.1 | 9.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 9.4 | 9.6 | 9.4 | 8.9 | 9.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 9.4 | 8.1 | 8.5 | 5.6 | 9.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.5 | 8.8 | 8.6 | 9.9 | 9.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 9.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 9.4 | 9.7 | 7.9 | 4.6 | 9.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.3 | 9.8 | 9.4 | 9.3 | 9.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 9.1 | 9.6 | 9.4 | 5.3 | 9.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.3 | 9.3 | 6.8 | 2.9 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.1 | 9.6 | 9.3 | 7.9 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: 9.3 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 10.0 | 9.7 | 6.1 | 2.5 | 8.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.9 | 6.6 | 6.1 | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.2 | 8.4 | 7.5 | 7.2 | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 8.7 | 9.6 | 8.9 | 7.8 | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.6 | 7.6 | 6.3 | 2.3 | 8.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.2 | 9.2 | 7.9 | 4.4 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 4.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 8.9 | 9.5 | 8.2 | 5.0 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.6 | 7.8 | 5.9 | 3.6 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 8.8 | 9.3 | 9.1 | 8.6 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 9.4 | 7.9 | 8.2 | 9.1 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.5 | 9.2 | 7.7 | 8.4 | 8.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 9.3 | 9.4 | 7.1 | 6.9 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 9.4 | 8.4 | 7.3 | 8.5 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 8.8 | 8.7 | 7.4 | 4.1 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 9.2 | 8.9 | 7.7 | 9.1 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.4 | 8.9 | 6.8 | 2.8 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.9 | 7.5 | 5.2 | 1.5 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 9.0 | 8.8 | 7.4 | 6.3 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 8.7 | 9.2 | 7.8 | 4.0 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 9.4 | 7.5 | 6.9 | 9.7 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.6 | 7.5 | 5.2 | 1.5 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 1.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.5 | 9.2 | 4.9 | 1.4 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.7 | 9.5 | 6.1 | 9.8 | 8.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.2 | 7.5 | 8.8 | 5.3 | 8.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.5 | 8.5 | 9.1 | 10.0 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 10.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.3 | 9.6 | 6.4 | 3.2 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.1 | 8.8 | 7.9 | 6.8 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.7 | 8.7 | 8.4 | 9.9 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.5 | 8.5 | 6.6 | 2.4 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.4 | 9.2 | 7.8 | 4.6 | 8.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 9.4 | 8.2 | 5.7 | 1.1 | 8.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 7.8 | 8.6 | 9.2 | 5.4 | 8.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.3 | 9.1 | 9.1 | 7.9 | 8.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: 9.1 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 8.4 | 8.6 | 7.0 | 2.7 | 8.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 9.2 | 7.6 | 6.9 | 8.3 | 8.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 9.2 | 8.8 | 5.3 | 4.6 | 8.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 5.3 Trust Factor: 4.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.6 | 8.0 | 7.3 | 3.3 | 8.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 8.2 | 9.0 | 8.9 | 9.2 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.2 | 8.7 | 8.0 | 9.6 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 9.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.5 | 7.8 | 6.0 | 1.7 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 15.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.7 | 8.8 | 6.9 | 7.1 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 8.9 | 8.6 | 6.7 | 9.8 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.1 | 8.9 | 8.8 | 5.1 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 8.3 | 8.1 | 6.5 | 2.1 | 8.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.6 | 9.2 | 7.6 | 7.4 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.2 | 7.7 | 7.6 | 4.4 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.8 | 10.0 | 7.6 | 4.0 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: 7.6 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.6 | 9.2 | 8.8 | 9.2 | 8.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 8.9 | 7.5 | 4.8 | 0.6 | 7.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 4.8 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 8.1 | 8.6 | 7.8 | 6.4 | 7.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 8.2 | 10.0 | 6.0 | 1.8 | 7.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.5 | 7.3 | 8.5 | 8.0 | 7.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 8.2 | 9.1 | 7.9 | 7.9 | 7.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.2 | 8.8 | 0.5 | 1.0 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 7.1 | 9.2 | 9.0 | 5.1 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 7.9 | 8.1 | 8.9 | 9.7 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 8.4 | 8.9 | 6.9 | 8.4 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 8.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 8.1 | 7.8 | 7.7 | 8.5 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.3 | 8.8 | 7.0 | 2.8 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 8.4 | 8.2 | 8.2 | 7.8 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.5 | 9.3 | 7.4 | 7.2 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 8.6 | 8.0 | 6.5 | 2.2 | 7.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 2.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 8.1 | 8.1 | 6.0 | 3.7 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 8.4 | 7.2 | 8.2 | 9.0 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.4 | 8.9 | 4.5 | 0.2 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.3 | 9.0 | 7.9 | 7.2 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 7.7 | 9.1 | 7.5 | 3.9 | 7.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 7.9 | 6.3 | 6.6 | 0.9 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.4 | 7.3 | 6.8 | 9.3 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.1 | 7.8 | 7.0 | 6.8 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 8.5 | 7.8 | 6.9 | 6.0 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 7.2 | 7.5 | 8.6 | 5.2 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 7.7 | 8.3 | 7.3 | 3.4 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 8.0 | 6.7 | 8.1 | 8.2 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 7.8 | 8.3 | 7.2 | 3.2 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 7.9 | 8.4 | 7.3 | 6.9 | 7.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 8.5 | 6.9 | 6.3 | 2.9 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 7.1 | 7.8 | 8.6 | 7.7 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: 8.6 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 7.5 | 7.3 | 8.4 | 4.9 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 7.8 | 7.5 | 7.3 | 7.3 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 7.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.4 | 8.2 | 7.2 | 3.8 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 7.4 | 8.6 | 9.4 | 8.7 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 7.6 | 9.2 | 4.7 | 0.7 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 8.2 | 7.3 | 5.9 | 4.7 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.1 | 6.4 | 6.0 | 1.7 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.3 | 6.4 | 5.7 | 4.2 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 4.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 7.7 | 7.7 | 8.4 | 8.6 | 7.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 7.7 | 7.5 | 7.7 | 8.9 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.1 | 8.9 | 4.7 | 0.4 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 0.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 7.5 | 7.8 | 7.9 | 7.7 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.2 | 6.8 | 6.6 | 6.9 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 6.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.3 | 8.3 | 7.8 | 8.2 | 7.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 7.2 | 7.5 | 9.4 | 7.4 | 7.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 9.4 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 7.7 | 8.3 | 7.3 | 4.0 | 7.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 4.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 7.2 | 8.1 | 8.2 | 5.7 | 7.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.0 | 7.1 | 6.5 | 6.3 | 7.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 7.6 | 6.9 | 8.2 | 9.5 | 7.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 7.0 | 7.9 | 7.8 | 4.5 | 7.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.2 | 9.2 | 8.9 | 9.8 | 7.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 9.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 6.7 | 8.3 | 8.3 | 8.6 | 7.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.1 | 7.5 | 6.0 | 7.0 | 7.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.1 | 8.9 | 7.7 | 9.0 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 7.3 | 8.0 | 7.5 | 9.4 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 8.1 | 7.2 | 4.9 | 2.9 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 2.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 7.0 | 7.8 | 7.2 | 3.1 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 6.5 | 6.6 | 9.0 | 5.9 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.3 | 6.5 | 8.8 | 8.9 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 8.8 Trust Factor: 8.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.4 | 7.8 | 7.7 | 8.0 | 7.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.4 | 8.1 | 8.2 | 6.2 | 7.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.1 | 8.0 | 6.5 | 5.8 | 7.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.3 | 8.7 | 7.2 | 3.7 | 7.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 6.9 | 7.6 | 7.1 | 3.3 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.6 | 7.2 | 5.4 | 3.8 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 7.1 | 6.0 | 7.1 | 7.0 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 6.9 | 8.6 | 7.0 | 7.0 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 7.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 6.8 | 8.4 | 6.2 | 2.6 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 6.9 | 7.6 | 7.2 | 9.5 | 6.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 9.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 6.5 | 6.6 | 7.7 | 4.9 | 6.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.0 | 8.4 | 6.5 | 6.0 | 6.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 6.4 | 7.3 | 8.9 | 5.2 | 6.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 8.9 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 6.5 | 8.3 | 7.8 | 7.4 | 6.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 7.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 7.3 | 6.8 | 5.7 | 3.4 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 6.1 | 7.3 | 8.0 | 0.0 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 0.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.5 | 7.2 | 5.1 | 3.2 | 6.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 5.1 Trust Factor: 3.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 6.9 | 7.2 | 7.0 | 3.1 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 6.4 | 6.9 | 6.2 | 6.6 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.5 | 5.2 | 4.9 | 1.2 | 6.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 6.4 | 8.1 | 6.6 | 2.5 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 6.8 | 7.8 | 6.7 | 7.3 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: 6.7 Trust Factor: 7.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 6.2 | 7.8 | 8.0 | 8.1 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 6.9 | 7.0 | 5.5 | 2.5 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.0 | 7.1 | 5.9 | 4.3 | 6.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 6.7 | 7.0 | 5.7 | 1.9 | 6.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 1.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 6.0 | 6.0 | 8.7 | 9.6 | 6.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: 8.7 Trust Factor: 9.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 6.5 | 5.9 | 5.8 | 6.1 | 6.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.5 | 5.7 | 4.6 | 1.0 | 6.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 5.8 | 6.7 | 7.7 | 3.9 | 6.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 6.8 | 6.3 | 5.8 | 2.0 | 6.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.2 | 7.0 | 8.4 | 5.2 | 6.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 5.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 6.0 | 7.5 | 5.8 | 2.6 | 6.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 6.9 | 6.5 | 4.9 | 1.0 | 6.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 1.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.8 | 6.3 | 2.8 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 5.5 | 6.4 | 7.4 | 4.8 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.4 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.5 | 8.2 | 7.1 | 9.2 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 9.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.7 | 6.2 | 5.5 | 4.3 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 5.7 | 6.2 | 8.2 | 4.5 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 6.1 | 7.0 | 6.2 | 7.7 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 7.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 6.5 | 6.3 | 6.3 | 2.6 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 2.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 5.9 | 6.8 | 7.3 | 3.5 | 6.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 3.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 6.8 | 6.2 | 5.9 | 6.6 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 7.0 | 5.5 | 4.3 | 0.5 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.2 | 6.0 | 0.5 | 0.8 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 5.8 | 6.5 | 7.3 | 8.8 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 8.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 5.7 | 6.0 | 6.6 | 2.7 | 6.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 5.4 | 6.6 | 8.2 | 4.7 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 5.8 | 5.7 | 4.9 | 0.6 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: 4.9 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 6.7 | 5.7 | 5.0 | 2.3 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 14%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 15.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 6.1 | 6.1 | 6.3 | 3.0 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 5.8 | 5.8 | 8.3 | 9.3 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 9.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.9 | 8.8 | 7.3 | 5.5 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 7.3 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.6 | 5.8 | 3.3 | 0.6 | 6.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 3.3 Trust Factor: 0.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 5.7 | 7.0 | 5.5 | 1.6 | 5.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 6.5 | 7.4 | 4.1 | 0.8 | 5.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 0.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 6.5 | 6.2 | 4.7 | 1.4 | 5.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: 4.7 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.1 | 7.2 | 5.5 | 1.7 | 5.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 1.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 5.9 | 5.4 | 7.5 | 8.2 | 5.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 8.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.1 | 7.0 | 4.3 | 1.3 | 5.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 4.3 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 5.4 | 5.4 | 8.2 | 5.5 | 5.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 5.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 5.0 | 6.0 | 8.1 | 8.7 | 5.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: 8.1 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 4.7 | 7.0 | 7.8 | 4.3 | 5.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 6.7 | 6.3 | 0.5 | 0.0 | 5.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 6.0 | 8.0 | 4.1 | 1.8 | 5.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: 4.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 5.7 | 6.2 | 6.8 | 4.8 | 5.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 5.4 | 8.8 | 5.0 | 1.3 | 5.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 4.8 | 6.0 | 9.0 | 5.1 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: 9.0 Trust Factor: 5.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 4.5 | 6.0 | 8.5 | 9.1 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: 8.5 Trust Factor: 9.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 5.3 | 5.2 | 7.0 | 4.1 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 5.7 | 4.9 | 5.8 | 1.9 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 1.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 5.5 | 5.7 | 7.2 | 5.8 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: 7.2 Trust Factor: 5.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.0 | 6.2 | 3.1 | 0.1 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 4.7 | 5.7 | 8.3 | 8.1 | 5.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 6.0 | 6.0 | 2.5 | 0.3 | 5.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: 2.5 Trust Factor: 0.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 5.3 | 4.5 | 6.3 | 4.8 | 5.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 4.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.7 | 6.3 | 6.2 | 6.2 | 5.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 6.6 | 6.2 | 0.5 | 0.2 | 5.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: 0.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 5.2 | 5.1 | 6.1 | 6.7 | 5.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 4.5 | 6.2 | 8.0 | 8.3 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: 8.0 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 4.9 | 6.3 | 6.8 | 8.5 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 8.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.4 | 7.6 | 6.3 | 3.0 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 5.1 | 5.2 | 5.4 | 6.3 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 6.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 4.5 | 5.3 | 8.4 | 9.4 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 9.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 4.8 | 5.3 | 6.9 | 7.6 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 5.4 | 4.9 | 5.0 | 1.4 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: 5.0 Trust Factor: 1.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.3 | 4.8 | 9.2 | 9.0 | 5.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 9.2 Trust Factor: 9.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 4.8 | 5.5 | 6.9 | 7.6 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 7.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 4.8 | 5.2 | 6.3 | 3.1 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 4.9 | 5.6 | 6.3 | 5.7 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 4.9 | 6.3 | 6.3 | 6.5 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.8 | 7.7 | 6.5 | 6.8 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 4.2 | 6.2 | 6.8 | 3.8 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 3.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.2 | 5.9 | 3.9 | 1.6 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 3.9 | 6.8 | 6.5 | 5.7 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 4.6 | 5.1 | 6.9 | 6.4 | 5.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 4.4 | 6.2 | 7.7 | 4.1 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: 7.7 Trust Factor: 4.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 4.6 | 6.0 | 3.8 | 2.0 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 4.4 | 7.2 | 6.0 | 6.1 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 4.2 | 6.0 | 8.2 | 8.7 | 5.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: 8.2 Trust Factor: 8.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 5.1 | 4.8 | 4.6 | 0.5 | 4.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 4.4 | 7.2 | 5.8 | 5.0 | 4.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 5.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.0 | 4.1 | 6.0 | 7.1 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 7.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 4.2 | 6.0 | 5.4 | 3.7 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: 5.4 Trust Factor: 3.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 4.2 | 5.4 | 7.8 | 4.5 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: 7.8 Trust Factor: 4.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 4.7 | 5.1 | 5.6 | 1.6 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: 5.6 Trust Factor: 1.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 4.0 | 5.3 | 8.3 | 8.0 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: 8.3 Trust Factor: 8.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.0 | 5.7 | 3.1 | 0.3 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: 3.1 Trust Factor: 0.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 5.0 | 5.2 | 3.8 | 1.1 | 4.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 3.8 Trust Factor: 1.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 4.2 | 5.5 | 8.4 | 8.3 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: 8.4 Trust Factor: 8.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 3.9 | 5.5 | 7.9 | 5.6 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 3.8 | 5.3 | 7.1 | 4.7 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 7.1 Trust Factor: 4.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 3.9 | 5.5 | 7.9 | 5.6 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: 7.9 Trust Factor: 5.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 3.9 | 5.2 | 6.8 | 7.5 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 7.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.7 | 6.2 | 3.4 | 0.7 | 4.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: 3.4 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 4.4 | 5.0 | 6.0 | 6.7 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 4.7 | 4.7 | 4.2 | 1.2 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: 4.2 Trust Factor: 1.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 4.0 | 4.9 | 6.8 | 6.4 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: 6.8 Trust Factor: 6.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 4.7 | 4.9 | 3.5 | 0.4 | 4.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: 3.5 Trust Factor: 0.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 3.7 | 5.2 | 6.4 | 3.6 | 4.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 3.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 4.3 | 4.9 | 5.5 | 2.4 | 4.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: 5.5 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 3.2 | 5.6 | 5.7 | 2.2 | 4.5 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: 5.7 Trust Factor: 2.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 4.0 | 5.5 | 6.5 | 6.6 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 6.6 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.0 | 4.6 | 3.9 | 2.0 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: 3.9 Trust Factor: 2.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 3.6 | 6.0 | 7.0 | 6.0 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: 7.0 Trust Factor: 6.0 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 3.8 | 5.6 | 7.5 | 7.8 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: 7.5 Trust Factor: 7.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 3.3 | 5.4 | 6.6 | 2.3 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 10%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: 6.6 Trust Factor: 2.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 3.6 | 4.9 | 6.3 | 3.4 | 4.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 3.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 3.7 | 4.8 | 6.3 | 6.2 | 4.3 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: 6.3 Trust Factor: 6.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.3 | 6.4 | 6.2 | 2.1 | 4.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 3.5 | 4.8 | 6.5 | 3.5 | 4.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 3.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 3.4 | 5.2 | 6.9 | 5.9 | 4.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 3.2 | 4.7 | 6.1 | 1.8 | 4.2 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: 6.1 Trust Factor: 1.8 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 2.6 | 6.3 | 6.9 | 6.5 | 4.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: 6.9 Trust Factor: 6.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 3.2 | 5.0 | 6.5 | 5.9 | 4.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: 6.5 Trust Factor: 5.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 3.6 | 5.3 | 4.0 | 0.7 | 3.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: 4.0 Trust Factor: 0.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.0 | 4.8 | 6.2 | 2.1 | 3.9 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: 6.2 Trust Factor: 2.1 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 3.0 | 6.0 | 6.4 | 5.4 | 3.8 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 66%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: 6.4 Trust Factor: 5.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 2.9 | 5.4 | 5.8 | 4.2 | 3.7 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 64%, Growth: 12%, Valuation: 9%, Historical: 15% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 4.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 2.3 | 5.5 | 5.9 | 3.9 | 3.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 14%, Valuation: 8%, Historical: 15% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: 5.9 Trust Factor: 3.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 15.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.6 | 6.0 | 5.2 | 6.7 | 3.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: 5.2 Trust Factor: 6.7 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 3.2 | 4.8 | 5.8 | 2.4 | 3.6 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: 5.8 Trust Factor: 2.4 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 2.4 | 4.5 | 4.5 | 0.2 | 3.4 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: 4.5 Trust Factor: 0.2 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 2.5 | 4.5 | 3.2 | 0.5 | 3.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 63%, Growth: 10%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: 3.2 Trust Factor: 0.5 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 15.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 1.4 | 5.2 | 6.0 | 3.3 | 3.1 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 60%, Growth: 13%, Valuation: 12%, Historical: 15% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: 6.0 Trust Factor: 3.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 15.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 2.4 | 5.0 | 4.6 | 1.3 | 3.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 62%, Growth: 12%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: 4.6 Trust Factor: 1.3 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 15.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.0 | 5.0 | 3.6 | 0.9 | 3.0 |
|
π Active Profile: Buffett Quality Fortress Moat durability (ROIC > 20% for 10yr) + Fair price βοΈ Weights: Quality: 65%, Growth: 8%, Valuation: 11%, Historical: 15% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: 3.6 Trust Factor: 0.9 # ADD THISWeight in Total Score: 15.0% Data Available: β Yes π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 15.0% |
||||||||||||||
| EXEL $44.21 Healthcare |
18.6 Fwd: 13.7 |
0.55 | 0.08 3.8 |
30.6% 29.6% |
$2.91 6.6% |
17.5% | 11.6% | EPS: +54.3% | Sales: +9.9% | 9.5 | 9.7 | 8.7 | N/A | 4.9 | 8.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.18 | P/B: 5.49 | EV/EBITDA: 13.0 P/FCF: 15.2 | EV/Sales: 4.83 πͺ Quality MetricsROA: 23.4% | ROIC: 29.0% | Gross Margin: 96.6% Quick Ratio: 3.68 | Cash/sh: $3.69 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.5% | 5Y EPS CAGR: 11.6% EPS Growth: TTM +54.3% | Q/Q +71.7% Sales Growth: TTM +9.9% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 65.4 | Short Float: 7.8% Insider Own: 3.2% | Inst Own: 95.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| NVDA $180.26 Technology |
44.6 Fwd: 23.9 |
0.95 | 0.09 4.5 |
107.4% 53.0% |
$3.18 1.8% |
64.2% | 91.8% | EPS: +58.5% | Sales: +65.2% | 8.9 | 9.5 | 8.9 | N/A | 10.0 | 8.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 23.41 | P/B: 36.85 | EV/EBITDA: 38.4 P/FCF: 56.6 | EV/Sales: 23.14 πͺ Quality MetricsROA: 77.2% | ROIC: 77.3% | Gross Margin: 70.0% Quick Ratio: 3.71 | Cash/sh: $2.49 π° Free Cash Flow AnalysisFCF per Share: $3.18 | FCF Yield: 1.8% P/FCF: 56.6 | Total FCF: $77.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 64.2% | 5Y EPS CAGR: 91.8% EPS Growth: TTM +58.5% | Q/Q +67.2% Sales Growth: TTM +65.2% | Q/Q +62.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 10.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.29 | RSI: 44.0 | Short Float: 1.0% Insider Own: 4.1% | Inst Own: 68.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PLMR $123.95 Financial |
19.3 Fwd: 14.4 |
0.79 | 0.00 1.4 |
22.2% 22.6% |
$13.74 11.1% |
37.3% | 55.9% | EPS: +52.7% | Sales: +54.4% | 8.7 | 9.2 | 9.7 | N/A | 7.8 | 8.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.23 | P/B: 3.74 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 9.6% | ROIC: 20.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $13.74 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.3% | 5Y EPS CAGR: 55.9% EPS Growth: TTM +52.7% | Q/Q +62.8% Sales Growth: TTM +54.4% | Q/Q +65.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 53.3 | Short Float: 2.3% Insider Own: 2.3% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CPRX $23.43 Healthcare |
13.7 Fwd: 13.1 |
1.16 | 0.00 6.6 |
27.5% 37.6% |
$1.91 8.1% |
36.9% | 34.3% | EPS: +44.4% | Sales: +25.6% | 8.5 | 9.5 | 9.3 | N/A | 2.9 | 8.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.98 | P/B: 3.14 | EV/EBITDA: 7.4 P/FCF: 12.3 | EV/Sales: 3.79 πͺ Quality MetricsROA: 23.9% | ROIC: 23.6% | Gross Margin: 79.2% Quick Ratio: 6.40 | Cash/sh: $5.61 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 8.1% P/FCF: 12.3 | Total FCF: $0.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.9% | 5Y EPS CAGR: 34.3% EPS Growth: TTM +44.4% | Q/Q +18.7% Sales Growth: TTM +25.6% | Q/Q +15.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 65.5 | Short Float: 7.7% Insider Own: 10.2% | Inst Own: 81.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ADBE $317.52 Technology |
19.8 Fwd: 13.6 |
1.55 | 0.56 1.0 |
52.9% 30.0% |
$22.93 7.2% |
14.1% | 15.5% | EPS: +35.2% | Sales: +10.7% | 8.2 | 9.7 | 8.9 | N/A | 9.7 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.73 | P/B: 11.33 | EV/EBITDA: 14.3 P/FCF: 13.8 | EV/Sales: 5.76 πͺ Quality MetricsROA: 23.8% | ROIC: 38.0% | Gross Margin: 88.4% Quick Ratio: 1.02 | Cash/sh: $14.19 π° Free Cash Flow AnalysisFCF per Share: $22.93 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $9.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 15.5% EPS Growth: TTM +35.2% | Q/Q +11.1% Sales Growth: TTM +10.7% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 38.1 | Short Float: 3.0% Insider Own: 0.4% | Inst Own: 83.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ODD $43.04 Consumer Defensive |
24.1 Fwd: 18.1 |
1.15 | 0.06 7.5 |
29.7% 14.1% |
$1.88 4.4% |
55.5% | 67.8% | EPS: +10.7% | Sales: +25.8% | 8.2 | 9.3 | 9.6 | N/A | 4.6 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.08 | P/B: 6.31 | EV/EBITDA: 13.6 P/FCF: 22.9 | EV/Sales: 2.29 πͺ Quality MetricsROA: 13.6% | ROIC: 27.7% | Gross Margin: 73.1% Quick Ratio: 6.42 | Cash/sh: $11.46 π° Free Cash Flow AnalysisFCF per Share: $1.88 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.5% | 5Y EPS CAGR: 67.8% EPS Growth: TTM +10.7% | Q/Q -1.3% Sales Growth: TTM +25.8% | Q/Q +24.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.18 | RSI: 50.0 | Short Float: 15.5% Insider Own: 36.3% | Inst Own: 77.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| DAVE $213.13 Technology |
21.1 Fwd: 18.7 |
0.41 | 0.26 8.7 |
65.6% 29.9% |
$17.64 8.3% |
N/A | N/A | EPS: +227.5% | Sales: +53.8% | 8.7 | 9.8 | 7.7 | N/A | 5.4 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.86 | P/B: 9.88 | EV/EBITDA: 19.0 P/FCF: 12.1 | EV/Sales: 5.82 πͺ Quality MetricsROA: 41.6% | ROIC: 40.0% | Gross Margin: 69.4% Quick Ratio: 8.69 | Cash/sh: $6.79 π° Free Cash Flow AnalysisFCF per Share: $17.64 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: N/A | 5Y EPS CAGR: N/A EPS Growth: TTM +227.5% | Q/Q +18878.1% Sales Growth: TTM +53.8% | Q/Q +63.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 3.92 | RSI: 49.1 | Short Float: 9.2% Insider Own: 21.2% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| TSM $289.96 Technology |
29.7 Fwd: 23.3 |
0.98 | 0.21 2.7 |
34.9% 43.7% |
$5.89 2.0% |
21.1% | 26.8% | EPS: +56.2% | Sales: +39.7% | 9.2 | 9.3 | 8.2 | N/A | 1.0 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 13.00 | P/B: 9.17 | EV/EBITDA: 18.2 P/FCF: 49.2 | EV/Sales: 12.52 πͺ Quality MetricsROA: 23.2% | ROIC: 25.9% | Gross Margin: 57.8% Quick Ratio: 2.47 | Cash/sh: $17.41 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.0% P/FCF: 49.2 | Total FCF: $30.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.1% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +56.2% | Q/Q +50.1% Sales Growth: TTM +39.7% | Q/Q +40.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 52.6 | Short Float: 0.7% Insider Own: 0.1% | Inst Own: 16.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DUOL $188.43 Technology |
24.0 Fwd: 43.2 |
0.58 | 0.07 2.8 |
36.2% 40.0% |
$7.68 4.1% |
60.3% | N/A | EPS: +318.8% | Sales: +39.9% | 8.9 | 9.3 | 8.6 | N/A | 7.2 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.01 | P/B: 6.64 | EV/EBITDA: 61.0 P/FCF: 24.5 | EV/Sales: 7.95 πͺ Quality MetricsROA: 24.9% | ROIC: 27.6% | Gross Margin: 71.4% Quick Ratio: 2.82 | Cash/sh: $24.31 π° Free Cash Flow AnalysisFCF per Share: $7.68 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 60.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +318.8% | Q/Q +1120.9% Sales Growth: TTM +39.9% | Q/Q +41.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 33.9 | Short Float: 14.1% Insider Own: 17.7% | Inst Own: 87.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| UPWK $19.58 Communication Services |
11.2 Fwd: 13.8 |
0.71 | 0.59 1.4 |
47.5% 31.6% |
$1.30 6.7% |
20.7% | N/A | EPS: +187.9% | Sales: +2.5% | 9.6 | 9.2 | 7.8 | N/A | 5.6 | 8.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.28 | P/B: 4.10 | EV/EBITDA: 16.5 P/FCF: 15.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 20.8% | ROIC: 38.7% | Gross Margin: 77.8% Quick Ratio: 1.44 | Cash/sh: $4.92 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 6.7% P/FCF: 15.0 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +187.9% | Q/Q +5.0% Sales Growth: TTM +2.5% | Q/Q +4.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 62.8 | Short Float: 9.6% Insider Own: 7.4% | Inst Own: 95.2% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| DECK $87.19 Consumer Cyclical |
12.9 Fwd: 12.7 |
1.83 | 0.14 3.1 |
43.3% 19.4% |
$6.72 7.7% |
18.5% | 31.6% | EPS: +18.4% | Sales: +12.4% | 7.8 | 9.4 | 9.4 | N/A | 9.4 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.43 | P/B: 5.17 | EV/EBITDA: 8.9 P/FCF: 13.0 | EV/Sales: 2.22 πͺ Quality MetricsROA: 28.3% | ROIC: 37.0% | Gross Margin: 56.1% Quick Ratio: 2.20 | Cash/sh: $9.71 π° Free Cash Flow AnalysisFCF per Share: $6.72 | FCF Yield: 7.7% P/FCF: 13.0 | Total FCF: $0.98B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +18.4% | Q/Q +14.5% Sales Growth: TTM +12.4% | Q/Q +8.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 50.8 | Short Float: 3.4% Insider Own: 1.0% | Inst Own: 98.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| XPEL $46.84 Consumer Cyclical |
27.8 Fwd: 19.8 |
0.92 | 0.09 2.8 |
19.1% 10.1% |
$2.39 5.1% |
26.5% | 26.6% | EPS: -3.9% | Sales: +10.3% | 9.2 | 8.6 | 9.2 | N/A | 5.4 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.81 | P/B: 4.81 | EV/EBITDA: 17.5 P/FCF: 19.6 | EV/Sales: 2.73 πͺ Quality MetricsROA: 14.1% | ROIC: 16.3% | Gross Margin: 41.9% Quick Ratio: 1.25 | Cash/sh: $2.33 π° Free Cash Flow AnalysisFCF per Share: $2.39 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.5% | 5Y EPS CAGR: 26.6% EPS Growth: TTM -3.9% | Q/Q -13.3% Sales Growth: TTM +10.3% | Q/Q +11.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 79.5 | Short Float: 7.9% Insider Own: 9.4% | Inst Own: 77.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LRN $63.80 Consumer Defensive |
9.8 Fwd: 8.2 |
0.77 | 0.38 6.8 |
23.0% 12.8% |
$8.61 13.5% |
18.2% | 58.1% | EPS: +30.1% | Sales: +17.2% | 9.4 | 8.3 | 9.4 | N/A | 0.7 | 8.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.13 | P/B: 1.83 | EV/EBITDA: 4.8 P/FCF: 7.4 | EV/Sales: 1.08 πͺ Quality MetricsROA: 14.7% | ROIC: 15.4% | Gross Margin: 38.5% Quick Ratio: 6.69 | Cash/sh: $16.30 π° Free Cash Flow AnalysisFCF per Share: $8.61 | FCF Yield: 13.5% P/FCF: 7.4 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 58.1% EPS Growth: TTM +30.1% | Q/Q +49.4% Sales Growth: TTM +17.2% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 23.2 | Short Float: 13.4% Insider Own: 2.9% | Inst Own: 109.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| INCY $105.65 Healthcare |
17.7 Fwd: 13.4 |
0.17 | 0.01 3.2 |
30.4% 24.7% |
$6.10 5.8% |
14.5% | -40.4% | EPS: +3563.2% | Sales: +18.1% | 8.6 | 9.6 | 7.5 | N/A | 2.3 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.31 | P/B: 4.46 | EV/EBITDA: 13.2 P/FCF: 17.3 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.0% | ROIC: 25.4% | Gross Margin: 91.5% Quick Ratio: 3.13 | Cash/sh: $14.92 π° Free Cash Flow AnalysisFCF per Share: $6.10 | FCF Yield: 5.8% P/FCF: 17.3 | Total FCF: $1.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: -40.4% EPS Growth: TTM +3563.2% | Q/Q +287.4% Sales Growth: TTM +18.1% | Q/Q +20.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 65.5 | Short Float: 4.9% Insider Own: 1.1% | Inst Own: 103.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CARG $35.89 Consumer Cyclical |
24.3 Fwd: 14.1 |
1.17 | 0.51 2.7 |
35.4% 16.4% |
$2.64 7.3% |
8.7% | -11.9% | EPS: +427.1% | Sales: +4.2% | 8.8 | 9.6 | 7.2 | N/A | 1.5 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.70 | P/B: 9.19 | EV/EBITDA: 12.9 P/FCF: 13.6 | EV/Sales: 3.71 πͺ Quality MetricsROA: 21.1% | ROIC: 27.2% | Gross Margin: 86.2% Quick Ratio: 2.71 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.64 | FCF Yield: 7.3% P/FCF: 13.6 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: -11.9% EPS Growth: TTM +427.1% | Q/Q +109.2% Sales Growth: TTM +4.2% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.41 | RSI: 55.3 | Short Float: 5.8% Insider Own: 18.4% | Inst Own: 91.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PINS $25.57 Communication Services |
8.9 Fwd: 13.3 |
0.46 | 0.04 8.4 |
51.5% 49.0% |
$1.66 6.5% |
26.1% | N/A | EPS: +819.9% | Sales: +16.8% | 8.5 | 9.5 | 7.7 | N/A | 3.6 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.26 | P/B: 3.59 | EV/EBITDA: 48.5 P/FCF: 15.4 | EV/Sales: 3.65 πͺ Quality MetricsROA: 44.1% | ROIC: 39.5% | Gross Margin: 80.0% Quick Ratio: 8.36 | Cash/sh: $3.95 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +819.9% | Q/Q +202.1% Sales Growth: TTM +16.8% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 34.4 | Short Float: 4.6% Insider Own: 12.5% | Inst Own: 86.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| APPF $228.16 Technology |
41.0 Fwd: 35.8 |
1.78 | 0.08 2.9 |
44.7% 22.5% |
$5.89 2.6% |
25.4% | 40.3% | EPS: +54.4% | Sales: +18.9% | 6.7 | 9.7 | 9.6 | N/A | 7.6 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.04 | P/B: 16.43 | EV/EBITDA: 51.1 P/FCF: 38.7 | EV/Sales: 8.87 πͺ Quality MetricsROA: 35.0% | ROIC: 38.2% | Gross Margin: 61.0% Quick Ratio: 2.92 | Cash/sh: $5.58 π° Free Cash Flow AnalysisFCF per Share: $5.89 | FCF Yield: 2.6% P/FCF: 38.7 | Total FCF: $0.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.4% | 5Y EPS CAGR: 40.3% EPS Growth: TTM +54.4% | Q/Q +3.3% Sales Growth: TTM +18.9% | Q/Q +21.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 39.8 | Short Float: 6.2% Insider Own: 40.2% | Inst Own: 55.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| QFIN $19.73 Financial |
2.9 Fwd: 3.4 |
0.50 | 0.29 1.1 |
28.6% 35.1% |
N/A N/A |
12.3% | 18.0% | EPS: +39.3% | Sales: +14.0% | 9.6 | 8.5 | 8.1 | N/A | 4.1 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.94 | P/B: 0.75 | EV/EBITDA: N/A P/FCF: N/A | EV/Sales: 0.57 πͺ Quality MetricsROA: 12.4% | ROIC: 22.9% | Gross Margin: 82.0% Quick Ratio: 1.08 | Cash/sh: $15.24 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.3% | 5Y EPS CAGR: 18.0% EPS Growth: TTM +39.3% | Q/Q -11.2% Sales Growth: TTM +14.0% | Q/Q +19.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.48 | RSI: 36.8 | Short Float: 3.6% Insider Own: 8.5% | Inst Own: 66.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HRMY $35.56 Healthcare |
11.2 Fwd: 8.7 |
0.48 | 0.27 3.8 |
25.9% 22.5% |
$5.15 14.5% |
160.2% | N/A | EPS: +50.9% | Sales: +21.1% | 8.8 | 8.8 | 8.6 | N/A | 2.1 | 8.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.48 | P/B: 2.45 | EV/EBITDA: 6.4 P/FCF: 6.9 | EV/Sales: 1.94 πͺ Quality MetricsROA: 17.4% | ROIC: 18.9% | Gross Margin: 74.8% Quick Ratio: 3.72 | Cash/sh: $11.68 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 14.5% P/FCF: 6.9 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 160.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.9% | Q/Q +9.2% Sales Growth: TTM +21.1% | Q/Q +28.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 74.6 | Short Float: 8.8% Insider Own: 15.1% | Inst Own: 83.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ASML $1040.97 Technology |
39.0 Fwd: 34.2 |
1.71 | 0.14 1.3 |
51.7% 29.4% |
$25.16 2.4% |
18.2% | 24.7% | EPS: +40.0% | Sales: +24.9% | 7.2 | 9.7 | 8.6 | N/A | 9.5 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.35 | P/B: 18.08 | EV/EBITDA: 29.7 P/FCF: 41.4 | EV/Sales: 11.27 πͺ Quality MetricsROA: 20.9% | ROIC: 40.9% | Gross Margin: 52.7% Quick Ratio: 0.70 | Cash/sh: $15.55 π° Free Cash Flow AnalysisFCF per Share: $25.16 | FCF Yield: 2.4% P/FCF: 41.4 | Total FCF: $9.75B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.2% | 5Y EPS CAGR: 24.7% EPS Growth: TTM +40.0% | Q/Q +10.5% Sales Growth: TTM +24.9% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 55.4 | Short Float: 0.3% Insider Own: 0.1% | Inst Own: 17.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PAYC $160.82 Technology |
20.0 Fwd: 16.0 |
1.85 | 0.05 1.1 |
28.6% 22.6% |
$7.01 4.4% |
20.6% | 23.6% | EPS: -2.7% | Sales: +9.7% | 7.9 | 9.4 | 8.4 | N/A | 8.8 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.52 | P/B: 5.20 | EV/EBITDA: 10.8 P/FCF: 22.9 | EV/Sales: 4.38 πͺ Quality MetricsROA: 11.7% | ROIC: 25.6% | Gross Margin: 74.0% Quick Ratio: 1.15 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -2.7% | Q/Q +49.8% Sales Growth: TTM +9.7% | Q/Q +9.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 33.1 | Short Float: 4.7% Insider Own: 11.3% | Inst Own: 91.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| FIX $970.95 Industrials |
41.1 Fwd: 31.5 |
1.20 | 0.19 1.2 |
43.8% 10.1% |
$22.65 2.3% |
21.9% | 36.5% | EPS: +80.5% | Sales: +27.7% | 7.4 | 9.1 | 9.4 | N/A | 5.3 | 8.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.11 | P/B: 15.33 | EV/EBITDA: 27.0 P/FCF: 42.9 | EV/Sales: 4.06 πͺ Quality MetricsROA: 16.4% | ROIC: 31.9% | Gross Margin: 22.8% Quick Ratio: 1.20 | Cash/sh: $24.98 π° Free Cash Flow AnalysisFCF per Share: $22.65 | FCF Yield: 2.3% P/FCF: 42.9 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +80.5% | Q/Q +101.6% Sales Growth: TTM +27.7% | Q/Q +35.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.65 | RSI: 58.4 | Short Float: 1.9% Insider Own: 1.4% | Inst Own: 97.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| STRL $339.75 Industrials |
33.3 Fwd: 28.5 |
0.99 | 0.34 1.0 |
35.7% 14.1% |
$11.73 3.5% |
13.4% | 41.2% | EPS: +72.8% | Sales: +6.2% | 8.3 | 8.7 | 9.0 | N/A | 4.6 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.67 | P/B: 9.93 | EV/EBITDA: 24.3 P/FCF: 29.0 | EV/Sales: 4.71 πͺ Quality MetricsROA: 13.8% | ROIC: 23.0% | Gross Margin: 22.2% Quick Ratio: 1.00 | Cash/sh: $9.97 π° Free Cash Flow AnalysisFCF per Share: $11.73 | FCF Yield: 3.5% P/FCF: 29.0 | Total FCF: $0.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 41.2% EPS Growth: TTM +72.8% | Q/Q +50.7% Sales Growth: TTM +6.2% | Q/Q +16.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 46.6 | Short Float: 9.1% Insider Own: 3.4% | Inst Own: 101.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| KNSL $381.26 Financial |
18.7 Fwd: 18.6 |
1.56 | 0.11 0.2 |
28.7% 26.3% |
$41.31 10.8% |
38.1% | 44.1% | EPS: +15.7% | Sales: +18.1% | 6.5 | 9.4 | 9.7 | N/A | 7.9 | 8.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.92 | P/B: 4.78 | EV/EBITDA: N/A P/FCF: 9.2 | EV/Sales: N/A πͺ Quality MetricsROA: 9.7% | ROIC: 23.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $41.31 | FCF Yield: 10.8% P/FCF: 9.2 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 38.1% | 5Y EPS CAGR: 44.1% EPS Growth: TTM +15.7% | Q/Q +24.3% Sales Growth: TTM +18.1% | Q/Q +19.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 39.8 | Short Float: 6.6% Insider Own: 5.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| EME $610.72 Industrials |
24.6 Fwd: 21.8 |
1.96 | 0.13 1.2 |
37.1% 7.0% |
$25.66 4.2% |
9.7% | 30.2% | EPS: +26.3% | Sales: +14.1% | 7.1 | 9.2 | 8.9 | N/A | 5.0 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.68 | P/B: 8.20 | EV/EBITDA: 15.9 P/FCF: 23.8 | EV/Sales: 1.67 πͺ Quality MetricsROA: 14.2% | ROIC: 30.8% | Gross Margin: 19.4% Quick Ratio: 1.17 | Cash/sh: $14.66 π° Free Cash Flow AnalysisFCF per Share: $25.66 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.7% | 5Y EPS CAGR: 30.2% EPS Growth: TTM +26.3% | Q/Q +13.2% Sales Growth: TTM +14.1% | Q/Q +16.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 42.6 | Short Float: 2.1% Insider Own: 1.4% | Inst Own: 95.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| IESC $420.75 Industrials |
28.0 Fwd: 20.3 |
1.35 | 0.11 1.7 |
40.5% 9.0% |
$11.02 2.6% |
22.9% | 50.1% | EPS: +54.1% | Sales: +16.9% | 7.9 | 8.6 | 8.9 | N/A | 4.0 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.48 | P/B: 9.45 | EV/EBITDA: 19.1 P/FCF: 38.2 | EV/Sales: 2.44 πͺ Quality MetricsROA: 20.8% | ROIC: 31.9% | Gross Margin: 24.1% Quick Ratio: 1.54 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 2.6% P/FCF: 38.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 50.1% EPS Growth: TTM +54.1% | Q/Q +119.5% Sales Growth: TTM +16.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.75 | RSI: 60.6 | Short Float: 4.8% Insider Own: 2.5% | Inst Own: 96.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| PGR $229.15 Financial |
12.6 Fwd: 14.0 |
2.41 | 0.19 0.7 |
34.2% 12.6% |
$29.08 12.7% |
14.1% | 16.5% | EPS: +32.4% | Sales: +18.4% | 6.0 | 9.5 | 9.4 | N/A | 9.3 | 7.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.58 | P/B: 3.79 | EV/EBITDA: N/A P/FCF: 7.9 | EV/Sales: N/A πͺ Quality MetricsROA: 9.9% | ROIC: 25.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $29.08 | FCF Yield: 12.7% P/FCF: 7.9 | Total FCF: $17.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +32.4% | Q/Q +12.3% Sales Growth: TTM +18.4% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 60.0 | Short Float: 1.0% Insider Own: 0.3% | Inst Own: 87.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| GOOGL $319.95 Communication Services |
31.6 Fwd: 28.6 |
1.87 | 0.11 1.8 |
35.5% 32.2% |
$6.09 1.9% |
16.7% | 26.8% | EPS: +34.3% | Sales: +13.6% | 6.9 | 9.6 | 8.0 | N/A | 9.9 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.02 | P/B: 9.99 | EV/EBITDA: 25.9 P/FCF: 52.5 | EV/Sales: 9.87 πͺ Quality MetricsROA: 25.7% | ROIC: 29.4% | Gross Margin: 59.2% Quick Ratio: 1.75 | Cash/sh: $8.16 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 1.9% P/FCF: 52.5 | Total FCF: $73.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 26.8% EPS Growth: TTM +34.3% | Q/Q +35.4% Sales Growth: TTM +13.6% | Q/Q +16.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 73.4 | Short Float: 1.1% Insider Own: 51.9% | Inst Own: 38.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| NSSC $40.76 Industrials |
33.2 Fwd: 26.6 |
1.99 | 0.03 7.1 |
25.0% 23.8% |
$1.44 3.5% |
12.4% | 38.9% | EPS: -9.9% | Sales: -2.3% | 6.5 | 9.4 | 9.0 | N/A | 4.4 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.78 | P/B: 8.25 | EV/EBITDA: 26.9 P/FCF: 28.2 | EV/Sales: 7.24 πͺ Quality MetricsROA: 21.4% | ROIC: 24.5% | Gross Margin: 55.8% Quick Ratio: 5.79 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 3.5% P/FCF: 28.2 | Total FCF: $0.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 38.9% EPS Growth: TTM -9.9% | Q/Q +12.8% Sales Growth: TTM -2.3% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 48.4 | Short Float: 7.4% Insider Own: 4.4% | Inst Own: 90.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ANET $127.65 Technology |
48.6 Fwd: 38.0 |
2.29 | 0.00 3.2 |
31.7% 39.7% |
$3.21 2.5% |
23.8% | 27.4% | EPS: +25.4% | Sales: +27.8% | 5.6 | 9.6 | 9.7 | N/A | 6.1 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 19.03 | P/B: 13.50 | EV/EBITDA: 40.9 P/FCF: 39.7 | EV/Sales: 17.83 πͺ Quality MetricsROA: 21.7% | ROIC: 28.2% | Gross Margin: 64.3% Quick Ratio: 2.79 | Cash/sh: $8.03 π° Free Cash Flow AnalysisFCF per Share: $3.21 | FCF Yield: 2.5% P/FCF: 39.7 | Total FCF: $4.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.8% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +25.4% | Q/Q +14.5% Sales Growth: TTM +27.8% | Q/Q +27.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 41.9 | Short Float: 1.3% Insider Own: 17.3% | Inst Own: 69.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| GCT $37.32 Technology |
11.2 Fwd: 11.3 |
0.95 | 1.01 2.1 |
30.3% 10.6% |
$5.10 13.7% |
56.9% | 160.8% | EPS: +5.0% | Sales: +10.2% | 9.3 | 7.3 | 9.4 | N/A | 5.1 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.13 | P/B: 3.04 | EV/EBITDA: 10.4 P/FCF: 7.3 | EV/Sales: 1.21 πͺ Quality MetricsROA: 11.8% | ROIC: 15.8% | Gross Margin: 23.1% Quick Ratio: 1.49 | Cash/sh: $9.89 π° Free Cash Flow AnalysisFCF per Share: $5.10 | FCF Yield: 13.7% P/FCF: 7.3 | Total FCF: $0.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.9% | 5Y EPS CAGR: 160.8% EPS Growth: TTM +5.0% | Q/Q +0.6% Sales Growth: TTM +10.2% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.22 | RSI: 70.1 | Short Float: 11.9% Insider Own: 32.5% | Inst Own: 48.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PJT $167.98 Financial |
25.8 Fwd: 22.2 |
1.42 | 1.81 2.1 |
91.8% 10.8% |
$11.05 6.6% |
15.7% | 32.3% | EPS: +64.0% | Sales: +23.2% | 6.5 | 8.8 | 10.0 | N/A | 1.8 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.93 | P/B: 17.86 | EV/EBITDA: 24.8 P/FCF: 15.2 | EV/Sales: 5.29 πͺ Quality MetricsROA: 10.9% | ROIC: 28.1% | Gross Margin: N/A Quick Ratio: 2.09 | Cash/sh: $10.72 π° Free Cash Flow AnalysisFCF per Share: $11.05 | FCF Yield: 6.6% P/FCF: 15.2 | Total FCF: $0.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.7% | 5Y EPS CAGR: 32.3% EPS Growth: TTM +64.0% | Q/Q +85.5% Sales Growth: TTM +23.2% | Q/Q +37.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 49.1 | Short Float: 10.2% Insider Own: 7.4% | Inst Own: 86.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ELMD $26.52 Healthcare |
28.5 Fwd: 20.6 |
1.88 | 0.00 5.1 |
19.0% 12.4% |
$1.05 4.0% |
14.5% | 12.4% | EPS: +29.5% | Sales: +16.1% | 7.7 | 8.9 | 8.0 | N/A | 3.3 | 7.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.34 | P/B: 4.95 | EV/EBITDA: 17.5 P/FCF: 25.2 | EV/Sales: 3.13 πͺ Quality MetricsROA: 16.0% | ROIC: 18.3% | Gross Margin: 78.0% Quick Ratio: 4.66 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $1.05 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $8.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +29.5% | Q/Q +49.9% Sales Growth: TTM +16.1% | Q/Q +15.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.24 | RSI: 58.7 | Short Float: 3.7% Insider Own: 21.8% | Inst Own: 50.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| INOD $57.34 Technology |
59.1 Fwd: 49.0 |
N/A | 0.05 2.7 |
46.4% 14.1% |
$1.28 2.2% |
25.0% | N/A | EPS: +56.2% | Sales: +73.6% | 5.6 | 9.6 | 9.2 | N/A | 2.8 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.66 | P/B: 18.77 | EV/EBITDA: 38.1 P/FCF: 44.9 | EV/Sales: 7.37 πͺ Quality MetricsROA: 27.9% | ROIC: 33.4% | Gross Margin: 41.1% Quick Ratio: 2.67 | Cash/sh: $2.32 π° Free Cash Flow AnalysisFCF per Share: $1.28 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +56.2% | Q/Q -53.7% Sales Growth: TTM +73.6% | Q/Q +19.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.42 | RSI: 41.9 | Short Float: 14.2% Insider Own: 5.0% | Inst Own: 55.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| IDCC $359.89 Technology |
24.3 Fwd: 55.3 |
N/A | 0.44 1.9 |
54.5% 53.5% |
$25.38 7.1% |
22.2% | 78.9% | EPS: +85.1% | Sales: +28.8% | 5.0 | 9.7 | 9.7 | N/A | 5.3 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.98 | P/B: 8.44 | EV/EBITDA: 13.0 P/FCF: 14.2 | EV/Sales: 9.13 πͺ Quality MetricsROA: 25.7% | ROIC: 43.9% | Gross Margin: 89.2% Quick Ratio: 1.89 | Cash/sh: $49.39 π° Free Cash Flow AnalysisFCF per Share: $25.38 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.2% | 5Y EPS CAGR: 78.9% EPS Growth: TTM +85.1% | Q/Q +69.8% Sales Growth: TTM +28.8% | Q/Q +28.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.54 | RSI: 52.7 | Short Float: 12.8% Insider Own: 2.1% | Inst Own: 103.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| QLYS $141.63 Technology |
27.4 Fwd: 19.1 |
3.09 | 0.10 1.4 |
38.6% 29.0% |
$7.57 5.3% |
13.6% | 22.6% | EPS: +12.7% | Sales: +9.9% | 5.0 | 9.9 | 9.1 | N/A | 7.1 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.78 | P/B: 9.61 | EV/EBITDA: 20.6 P/FCF: 18.7 | EV/Sales: 7.22 πͺ Quality MetricsROA: 19.5% | ROIC: 32.8% | Gross Margin: 82.5% Quick Ratio: 1.36 | Cash/sh: $11.67 π° Free Cash Flow AnalysisFCF per Share: $7.57 | FCF Yield: 5.3% P/FCF: 18.7 | Total FCF: $0.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.6% | 5Y EPS CAGR: 22.6% EPS Growth: TTM +12.7% | Q/Q +11.5% Sales Growth: TTM +9.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 55.0 | Short Float: 9.6% Insider Own: 1.4% | Inst Own: 100.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| LRCX $155.14 Technology |
34.2 Fwd: 27.6 |
2.33 | 0.44 2.2 |
62.3% 29.7% |
$4.42 2.8% |
12.9% | 22.4% | EPS: +46.7% | Sales: +25.7% | 6.4 | 9.3 | 8.5 | N/A | 1.4 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.95 | P/B: 19.17 | EV/EBITDA: 28.1 P/FCF: 35.1 | EV/Sales: 9.83 πͺ Quality MetricsROA: 28.1% | ROIC: 41.7% | Gross Margin: 49.3% Quick Ratio: 1.60 | Cash/sh: $5.33 π° Free Cash Flow AnalysisFCF per Share: $4.42 | FCF Yield: 2.8% P/FCF: 35.1 | Total FCF: $5.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 22.4% EPS Growth: TTM +46.7% | Q/Q +44.4% Sales Growth: TTM +25.7% | Q/Q +27.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 54.6 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 85.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| RMD $255.04 Healthcare |
26.1 Fwd: 21.1 |
2.29 | 0.14 2.9 |
25.4% 27.4% |
$12.12 4.8% |
11.7% | 17.4% | EPS: +29.6% | Sales: +9.4% | 6.3 | 9.2 | 8.8 | N/A | 8.6 | 7.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.08 | P/B: 6.08 | EV/EBITDA: 18.3 P/FCF: 21.1 | EV/Sales: 6.98 πͺ Quality MetricsROA: 18.5% | ROIC: 21.5% | Gross Margin: 59.2% Quick Ratio: 2.13 | Cash/sh: $9.54 π° Free Cash Flow AnalysisFCF per Share: $12.12 | FCF Yield: 4.8% P/FCF: 21.1 | Total FCF: $1.77B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +29.6% | Q/Q +12.5% Sales Growth: TTM +9.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 51.8 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 65.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DT $44.17 Technology |
26.5 Fwd: 24.0 |
1.74 | 0.03 1.5 |
20.6% 27.3% |
$1.58 3.6% |
25.5% | N/A | EPS: +207.4% | Sales: +18.5% | 7.8 | 8.5 | 8.0 | N/A | 4.4 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.19 | P/B: 4.80 | EV/EBITDA: 46.9 P/FCF: 28.0 | EV/Sales: 6.53 πͺ Quality MetricsROA: 13.7% | ROIC: 17.8% | Gross Margin: 81.3% Quick Ratio: 1.48 | Cash/sh: $4.36 π° Free Cash Flow AnalysisFCF per Share: $1.58 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +207.4% | Q/Q +28.8% Sales Growth: TTM +18.5% | Q/Q +18.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 38.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MEDP $606.60 Healthcare |
42.4 Fwd: 36.5 |
3.05 | 0.49 0.6 |
73.7% 18.4% |
$24.02 4.0% |
19.6% | 36.5% | EPS: +23.9% | Sales: +13.9% | 4.3 | 9.8 | 10.0 | N/A | 5.5 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.25 | P/B: 58.04 | EV/EBITDA: 31.6 P/FCF: 25.2 | EV/Sales: 7.19 πͺ Quality MetricsROA: 22.6% | ROIC: 104.9% | Gross Margin: 29.9% Quick Ratio: 0.57 | Cash/sh: $10.13 π° Free Cash Flow AnalysisFCF per Share: $24.02 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 36.5% EPS Growth: TTM +23.9% | Q/Q +28.3% Sales Growth: TTM +13.9% | Q/Q +23.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.42 | RSI: 61.6 | Short Float: 6.1% Insider Own: 20.3% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BKNG $4911.85 Consumer Cyclical |
31.9 Fwd: 18.5 |
1.80 | N/A 1.3 |
N/A 19.4% |
$257.98 5.3% |
9.5% | 9.1% | EPS: +3.7% | Sales: +13.0% | 7.7 | 8.9 | 7.2 | N/A | 9.7 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.08 | P/B: N/A | EV/EBITDA: 16.0 P/FCF: 19.0 | EV/Sales: 6.12 πͺ Quality MetricsROA: 17.8% | ROIC: 42.8% | Gross Margin: 97.0% Quick Ratio: 1.33 | Cash/sh: $512.16 π° Free Cash Flow AnalysisFCF per Share: $257.98 | FCF Yield: 5.3% P/FCF: 19.0 | Total FCF: $8.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.5% | 5Y EPS CAGR: 9.1% EPS Growth: TTM +3.7% | Q/Q +13.6% Sales Growth: TTM +13.0% | Q/Q +12.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 46.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 94.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| RJF $155.75 Financial |
15.1 Fwd: 11.6 |
1.03 | 0.47 2.1 |
17.6% 13.4% |
$11.02 7.1% |
14.2% | 21.5% | EPS: +5.8% | Sales: +6.5% | 8.8 | 7.7 | 8.2 | N/A | 7.7 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.93 | P/B: 2.48 | EV/EBITDA: 6.9 P/FCF: 14.1 | EV/Sales: 1.35 πͺ Quality MetricsROA: 2.5% | ROIC: 12.4% | Gross Margin: 86.5% Quick Ratio: 2.07 | Cash/sh: $77.20 π° Free Cash Flow AnalysisFCF per Share: $11.02 | FCF Yield: 7.1% P/FCF: 14.1 | Total FCF: $2.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.5% EPS Growth: TTM +5.8% | Q/Q +3.4% Sales Growth: TTM +6.5% | Q/Q +3.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 43.5 | Short Float: 4.0% Insider Own: 10.2% | Inst Own: 77.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| LULU $181.94 Consumer Cyclical |
12.5 Fwd: 14.4 |
N/A | 0.40 2.3 |
42.4% 16.4% |
$9.44 5.2% |
21.6% | 24.3% | EPS: +12.7% | Sales: +9.2% | 6.6 | 8.9 | 8.5 | N/A | 9.1 | 7.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.06 | P/B: 4.93 | EV/EBITDA: 7.8 P/FCF: 19.3 | EV/Sales: 2.12 πͺ Quality MetricsROA: 25.0% | ROIC: 30.5% | Gross Margin: 59.0% Quick Ratio: 1.16 | Cash/sh: $9.34 π° Free Cash Flow AnalysisFCF per Share: $9.44 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $1.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.6% | 5Y EPS CAGR: 24.3% EPS Growth: TTM +12.7% | Q/Q -1.5% Sales Growth: TTM +9.2% | Q/Q +6.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 63.0 | Short Float: 6.8% Insider Own: 13.1% | Inst Own: 73.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DXCM $62.53 Healthcare |
34.8 Fwd: 25.3 |
1.60 | 0.94 1.6 |
30.6% 16.0% |
$2.72 4.4% |
22.3% | 39.1% | EPS: +5.7% | Sales: +14.2% | 7.6 | 7.8 | 9.4 | N/A | 9.2 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.40 | P/B: 8.95 | EV/EBITDA: 23.1 P/FCF: 23.0 | EV/Sales: 5.24 πͺ Quality MetricsROA: 10.4% | ROIC: 17.7% | Gross Margin: 59.4% Quick Ratio: 1.38 | Cash/sh: $8.52 π° Free Cash Flow AnalysisFCF per Share: $2.72 | FCF Yield: 4.4% P/FCF: 23.0 | Total FCF: $1.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.3% | 5Y EPS CAGR: 39.1% EPS Growth: TTM +5.7% | Q/Q +109.9% Sales Growth: TTM +14.2% | Q/Q +21.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.51 | RSI: 51.4 | Short Float: 3.5% Insider Own: 1.5% | Inst Own: 95.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| HALO $72.66 Healthcare |
15.3 Fwd: 8.9 |
0.48 | 3.00 1.6 |
124.5% 47.9% |
$5.12 7.1% |
39.0% | N/A | EPS: +59.0% | Sales: +31.2% | 8.6 | 7.5 | 8.8 | N/A | 2.7 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.88 | P/B: 16.95 | EV/EBITDA: 11.4 P/FCF: 14.2 | EV/Sales: 7.53 πͺ Quality MetricsROA: 27.4% | ROIC: 45.7% | Gross Margin: 78.8% Quick Ratio: 1.37 | Cash/sh: $5.97 π° Free Cash Flow AnalysisFCF per Share: $5.12 | FCF Yield: 7.1% P/FCF: 14.2 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 39.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +59.0% | Q/Q +36.1% Sales Growth: TTM +31.2% | Q/Q +22.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 62.0 | Short Float: 10.7% Insider Own: 1.2% | Inst Own: 103.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EXLS $39.82 Technology |
27.0 Fwd: 18.2 |
1.78 | 0.46 2.9 |
26.0% 11.9% |
$1.81 4.5% |
13.2% | 25.4% | EPS: +29.9% | Sales: +14.4% | 7.9 | 7.9 | 8.8 | N/A | 7.2 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.12 | P/B: 6.64 | EV/EBITDA: 17.1 P/FCF: 22.0 | EV/Sales: 3.13 πͺ Quality MetricsROA: 14.4% | ROIC: 17.7% | Gross Margin: 35.3% Quick Ratio: 2.89 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $1.81 | FCF Yield: 4.5% P/FCF: 22.0 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.2% | 5Y EPS CAGR: 25.4% EPS Growth: TTM +29.9% | Q/Q +9.7% Sales Growth: TTM +14.4% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 49.8 | Short Float: 4.4% Insider Own: 3.9% | Inst Own: 99.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MPWR $924.95 Technology |
23.6 Fwd: 44.5 |
1.18 | 0.01 4.8 |
64.0% 71.2% |
$14.72 1.6% |
28.6% | 72.8% | EPS: +339.3% | Sales: +30.5% | 7.3 | 8.6 | 8.1 | N/A | 6.3 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 16.65 | P/B: 12.42 | EV/EBITDA: 58.2 P/FCF: 62.8 | EV/Sales: 16.18 πͺ Quality MetricsROA: 53.7% | ROIC: 52.9% | Gross Margin: 55.2% Quick Ratio: 3.63 | Cash/sh: $26.50 π° Free Cash Flow AnalysisFCF per Share: $14.72 | FCF Yield: 1.6% P/FCF: 62.8 | Total FCF: $0.71B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.6% | 5Y EPS CAGR: 72.8% EPS Growth: TTM +339.3% | Q/Q +25.8% Sales Growth: TTM +30.5% | Q/Q +18.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 47.8 | Short Float: 3.9% Insider Own: 4.6% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CHKP $184.34 Technology |
20.2 Fwd: 17.5 |
2.44 | 0.00 1.2 |
34.2% 37.6% |
$10.93 5.9% |
5.2% | 6.3% | EPS: +25.3% | Sales: +6.3% | 6.4 | 9.9 | 6.4 | N/A | 1.5 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.44 | P/B: 6.49 | EV/EBITDA: 19.4 P/FCF: 16.9 | EV/Sales: 6.90 πͺ Quality MetricsROA: 18.0% | ROIC: 32.8% | Gross Margin: 85.1% Quick Ratio: 1.19 | Cash/sh: $13.56 π° Free Cash Flow AnalysisFCF per Share: $10.93 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $1.19B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 6.3% EPS Growth: TTM +25.3% | Q/Q +79.5% Sales Growth: TTM +6.3% | Q/Q +6.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.62 | RSI: 38.3 | Short Float: 4.8% Insider Own: 22.9% | Inst Own: 68.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| UTHR $488.43 Healthcare |
18.5 Fwd: 16.1 |
2.01 | 0.00 6.4 |
20.0% 40.6% |
$26.05 5.3% |
14.7% | N/A | EPS: +17.2% | Sales: +13.5% | 6.8 | 9.1 | 7.4 | N/A | 0.6 | 7.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.72 | P/B: 3.18 | EV/EBITDA: 11.4 P/FCF: 18.8 | EV/Sales: 5.84 πͺ Quality MetricsROA: 17.6% | ROIC: 19.3% | Gross Margin: 88.6% Quick Ratio: 6.07 | Cash/sh: $64.28 π° Free Cash Flow AnalysisFCF per Share: $26.05 | FCF Yield: 5.3% P/FCF: 18.8 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: N/A EPS Growth: TTM +17.2% | Q/Q +12.1% Sales Growth: TTM +13.5% | Q/Q +6.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 74.4 | Short Float: 4.0% Insider Own: 3.5% | Inst Own: 96.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| NMIH $38.12 Financial |
8.0 Fwd: 7.5 |
1.25 | 0.17 6.0 |
16.2% 55.0% |
$5.04 13.2% |
11.4% | 12.4% | EPS: +9.5% | Sales: +8.9% | 8.5 | 7.9 | 7.5 | N/A | 5.2 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.23 | P/B: 1.17 | EV/EBITDA: N/A P/FCF: 7.6 | EV/Sales: N/A πͺ Quality MetricsROA: 10.9% | ROIC: 13.0% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 13.2% P/FCF: 7.6 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.4% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +9.5% | Q/Q +6.3% Sales Growth: TTM +8.9% | Q/Q +7.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 58.9 | Short Float: 2.1% Insider Own: 2.0% | Inst Own: 97.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HLI $175.17 Financial |
28.3 Fwd: 19.8 |
1.78 | 0.19 1.6 |
20.3% 16.6% |
$11.18 6.4% |
15.6% | 15.8% | EPS: +25.0% | Sales: +21.0% | 6.3 | 8.5 | 9.2 | N/A | 3.9 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.78 | P/B: 5.47 | EV/EBITDA: 19.4 P/FCF: 15.7 | EV/Sales: 4.59 πͺ Quality MetricsROA: 12.2% | ROIC: 15.9% | Gross Margin: N/A Quick Ratio: 1.60 | Cash/sh: $13.25 π° Free Cash Flow AnalysisFCF per Share: $11.18 | FCF Yield: 6.4% P/FCF: 15.7 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +25.0% | Q/Q +19.2% Sales Growth: TTM +21.0% | Q/Q +14.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 38.3 | Short Float: 2.4% Insider Own: 22.3% | Inst Own: 77.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MLI $110.38 Industrials |
16.5 Fwd: 14.3 |
N/A | 0.01 4.8 |
26.1% 18.1% |
$6.09 5.5% |
9.2% | 42.7% | EPS: +29.6% | Sales: +15.7% | 6.6 | 8.6 | 8.4 | N/A | 0.2 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.96 | P/B: 3.99 | EV/EBITDA: 11.6 P/FCF: 18.1 | EV/Sales: 2.66 πͺ Quality MetricsROA: 21.7% | ROIC: 24.2% | Gross Margin: 27.3% Quick Ratio: 3.81 | Cash/sh: $11.87 π° Free Cash Flow AnalysisFCF per Share: $6.09 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 42.7% EPS Growth: TTM +29.6% | Q/Q +26.5% Sales Growth: TTM +15.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 64.4 | Short Float: 1.9% Insider Own: 2.2% | Inst Own: 90.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| MANH $176.05 Technology |
50.0 Fwd: 32.5 |
5.64 | 0.15 1.3 |
73.6% 20.2% |
$5.53 3.1% |
11.0% | 21.7% | EPS: -0.2% | Sales: +4.1% | 4.0 | 9.9 | 9.1 | N/A | 2.5 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.94 | P/B: 34.31 | EV/EBITDA: 36.8 P/FCF: 31.8 | EV/Sales: 9.74 πͺ Quality MetricsROA: 29.4% | ROIC: 60.5% | Gross Margin: 55.9% Quick Ratio: 1.29 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $5.53 | FCF Yield: 3.1% P/FCF: 31.8 | Total FCF: $0.33B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 21.7% EPS Growth: TTM -0.2% | Q/Q -6.6% Sales Growth: TTM +4.1% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 43.6 | Short Float: 3.3% Insider Own: 1.4% | Inst Own: 102.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DOCS $50.97 Healthcare |
40.7 Fwd: 29.7 |
3.76 | 0.01 7.8 |
24.6% 40.7% |
$1.66 3.3% |
37.4% | 79.5% | EPS: +44.1% | Sales: +20.2% | 4.3 | 9.4 | 9.7 | N/A | 3.2 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.44 | P/B: 8.75 | EV/EBITDA: 33.2 P/FCF: 30.8 | EV/Sales: 14.05 πͺ Quality MetricsROA: 21.3% | ROIC: 22.9% | Gross Margin: 90.2% Quick Ratio: 7.75 | Cash/sh: $4.67 π° Free Cash Flow AnalysisFCF per Share: $1.66 | FCF Yield: 3.3% P/FCF: 30.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.4% | 5Y EPS CAGR: 79.5% EPS Growth: TTM +44.1% | Q/Q +40.3% Sales Growth: TTM +20.2% | Q/Q +23.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.40 | RSI: 35.6 | Short Float: 3.9% Insider Own: 29.1% | Inst Own: 66.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| FTNT $80.55 Technology |
33.2 Fwd: 27.5 |
2.99 | 1.35 1.0 |
228.0% 28.6% |
$2.73 3.4% |
22.5% | 42.9% | EPS: +22.5% | Sales: +14.8% | 5.8 | 8.7 | 9.2 | N/A | 8.9 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.14 | P/B: 81.40 | EV/EBITDA: 26.6 P/FCF: 29.5 | EV/Sales: 8.81 πͺ Quality MetricsROA: 20.6% | ROIC: 152.1% | Gross Margin: 80.9% Quick Ratio: 0.94 | Cash/sh: $4.20 π° Free Cash Flow AnalysisFCF per Share: $2.73 | FCF Yield: 3.4% P/FCF: 29.5 | Total FCF: $2.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.5% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +22.5% | Q/Q -11.0% Sales Growth: TTM +14.8% | Q/Q +14.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 44.9 | Short Float: 3.3% Insider Own: 16.9% | Inst Own: 69.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| HLNE $122.41 Financial |
22.2 Fwd: 19.9 |
1.55 | 0.44 4.0 |
31.9% 31.1% |
$6.36 5.2% |
20.6% | 20.2% | EPS: +22.0% | Sales: +13.0% | 6.2 | 8.6 | 9.0 | N/A | 5.1 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.32 | P/B: 6.52 | EV/EBITDA: 19.9 P/FCF: 19.3 | EV/Sales: 9.81 πͺ Quality MetricsROA: 13.4% | ROIC: 19.2% | Gross Margin: N/A Quick Ratio: 3.95 | Cash/sh: $5.99 π° Free Cash Flow AnalysisFCF per Share: $6.36 | FCF Yield: 5.2% P/FCF: 19.3 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.6% | 5Y EPS CAGR: 20.2% EPS Growth: TTM +22.0% | Q/Q +23.2% Sales Growth: TTM +13.0% | Q/Q +27.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.33 | RSI: 45.2 | Short Float: 6.6% Insider Own: 26.1% | Inst Own: 96.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| NEM $90.52 Basic Materials |
14.1 Fwd: 11.8 |
0.41 | 0.17 2.0 |
22.8% 33.8% |
$5.61 6.2% |
13.8% | -5.6% | EPS: +520.3% | Sales: +26.2% | 8.6 | 8.3 | 6.3 | N/A | 0.9 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.65 | P/B: 3.00 | EV/EBITDA: 8.3 P/FCF: 16.1 | EV/Sales: 4.64 πͺ Quality MetricsROA: 13.0% | ROIC: 18.5% | Gross Margin: 45.6% Quick Ratio: 1.56 | Cash/sh: $5.47 π° Free Cash Flow AnalysisFCF per Share: $5.61 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $6.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.8% | 5Y EPS CAGR: -5.6% EPS Growth: TTM +520.3% | Q/Q +107.5% Sales Growth: TTM +26.2% | Q/Q +17.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.43 | RSI: 57.7 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 79.0% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ACAD $24.81 Healthcare |
16.0 Fwd: 33.5 |
N/A | 0.06 3.0 |
35.0% 24.9% |
$1.17 4.7% |
23.1% | N/A | EPS: +100.8% | Sales: +12.7% | 5.5 | 9.4 | 8.1 | N/A | 1.1 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.01 | P/B: 4.57 | EV/EBITDA: 31.4 P/FCF: 21.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 22.6% | ROIC: 27.2% | Gross Margin: 91.9% Quick Ratio: 2.94 | Cash/sh: $5.01 π° Free Cash Flow AnalysisFCF per Share: $1.17 | FCF Yield: 4.7% P/FCF: 21.2 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +100.8% | Q/Q +113.3% Sales Growth: TTM +12.7% | Q/Q +11.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 64.1 | Short Float: 5.7% Insider Own: 1.1% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TTD $39.11 Communication Services |
44.6 Fwd: 35.5 |
N/A | 0.14 1.7 |
16.8% 15.7% |
$1.43 3.6% |
29.9% | 28.1% | EPS: +41.8% | Sales: +20.8% | 5.6 | 8.8 | 9.2 | N/A | 6.4 | 7.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.78 | P/B: 7.29 | EV/EBITDA: 28.1 P/FCF: 27.4 | EV/Sales: 6.39 πͺ Quality MetricsROA: 7.7% | ROIC: 15.1% | Gross Margin: 78.8% Quick Ratio: 1.71 | Cash/sh: $2.99 π° Free Cash Flow AnalysisFCF per Share: $1.43 | FCF Yield: 3.6% P/FCF: 27.4 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 29.9% | 5Y EPS CAGR: 28.1% EPS Growth: TTM +41.8% | Q/Q +25.1% Sales Growth: TTM +20.8% | Q/Q +17.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 29.7 | Short Float: 11.1% Insider Own: 9.5% | Inst Own: 77.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| ESQ $102.91 Financial |
18.1 Fwd: 16.4 |
1.77 | 0.01 0.4 |
19.2% 31.3% |
$6.05 5.9% |
23.3% | 23.1% | EPS: +14.3% | Sales: +18.0% | 6.7 | 8.2 | 8.8 | N/A | 3.4 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.61 | P/B: 3.16 | EV/EBITDA: N/A P/FCF: 17.0 | EV/Sales: N/A πͺ Quality MetricsROA: 2.5% | ROIC: 17.4% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.05 | FCF Yield: 5.9% P/FCF: 17.0 | Total FCF: $51.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.3% | 5Y EPS CAGR: 23.1% EPS Growth: TTM +14.3% | Q/Q +21.1% Sales Growth: TTM +18.0% | Q/Q +20.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 59.8 | Short Float: 10.9% Insider Own: 16.0% | Inst Own: 69.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ERIE $294.24 Financial |
23.9 Fwd: 21.0 |
N/A | 0.00 1.7 |
30.4% 16.0% |
$12.39 4.2% |
8.9% | 13.6% | EPS: +15.9% | Sales: +9.6% | 5.2 | 9.3 | 8.3 | N/A | 6.8 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.39 | P/B: 5.93 | EV/EBITDA: N/A P/FCF: 23.8 | EV/Sales: 3.23 πͺ Quality MetricsROA: 20.9% | ROIC: 28.1% | Gross Margin: 18.9% Quick Ratio: 1.67 | Cash/sh: $13.59 π° Free Cash Flow AnalysisFCF per Share: $12.39 | FCF Yield: 4.2% P/FCF: 23.8 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 13.6% EPS Growth: TTM +15.9% | Q/Q +14.4% Sales Growth: TTM +9.6% | Q/Q +6.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.39 | RSI: 47.6 | Short Float: 8.7% Insider Own: 46.0% | Inst Own: 51.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| NFLX $106.14 Communication Services |
44.3 Fwd: 32.8 |
1.73 | 0.66 1.3 |
42.9% 24.1% |
$2.12 2.0% |
14.0% | 36.9% | EPS: +35.5% | Sales: +15.5% | 7.0 | 8.3 | 8.0 | N/A | 9.6 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.38 | P/B: 17.33 | EV/EBITDA: 15.9 P/FCF: 50.2 | EV/Sales: 10.56 πͺ Quality MetricsROA: 19.5% | ROIC: 24.5% | Gross Margin: 48.0% Quick Ratio: 1.33 | Cash/sh: $2.20 π° Free Cash Flow AnalysisFCF per Share: $2.12 | FCF Yield: 2.0% P/FCF: 50.2 | Total FCF: $8.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.0% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +35.5% | Q/Q +8.7% Sales Growth: TTM +15.5% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 41.0 | Short Float: 3.5% Insider Own: 0.6% | Inst Own: 83.0% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| V $333.79 Financial |
33.0 Fwd: 23.1 |
2.67 | 0.69 1.1 |
51.5% 49.6% |
$11.27 3.4% |
12.9% | 16.5% | EPS: +2.8% | Sales: +11.3% | 4.2 | 9.6 | 9.0 | N/A | 9.8 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.97 | P/B: 17.22 | EV/EBITDA: 22.9 P/FCF: 29.6 | EV/Sales: 16.06 πͺ Quality MetricsROA: 20.4% | ROIC: 34.1% | Gross Margin: 77.3% Quick Ratio: 1.08 | Cash/sh: $12.12 π° Free Cash Flow AnalysisFCF per Share: $11.27 | FCF Yield: 3.4% P/FCF: 29.6 | Total FCF: $21.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +2.8% | Q/Q -1.1% Sales Growth: TTM +11.3% | Q/Q +11.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 48.5 | Short Float: 1.3% Insider Own: 12.0% | Inst Own: 79.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MSFT $485.50 Technology |
34.5 Fwd: 25.8 |
1.93 | 0.33 1.4 |
32.2% 35.7% |
$10.50 2.2% |
14.5% | 18.8% | EPS: +15.9% | Sales: +15.6% | 7.0 | 8.4 | 7.6 | N/A | 10.0 | 7.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.28 | P/B: 9.94 | EV/EBITDA: 20.6 P/FCF: 46.2 | EV/Sales: 12.34 πͺ Quality MetricsROA: 18.1% | ROIC: 22.5% | Gross Margin: 68.8% Quick Ratio: 1.39 | Cash/sh: $13.73 π° Free Cash Flow AnalysisFCF per Share: $10.50 | FCF Yield: 2.2% P/FCF: 46.2 | Total FCF: $78.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 18.8% EPS Growth: TTM +15.9% | Q/Q +12.6% Sales Growth: TTM +15.6% | Q/Q +18.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 10.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 40.0 | Short Float: 0.7% Insider Own: 1.5% | Inst Own: 85.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| META $633.61 Communication Services |
28.0 Fwd: 21.3 |
2.35 | 0.26 2.0 |
32.6% 30.9% |
$17.79 2.8% |
18.4% | 30.0% | EPS: +6.2% | Sales: +21.3% | 6.0 | 8.8 | 8.2 | N/A | 9.9 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.43 | P/B: 8.23 | EV/EBITDA: 16.1 P/FCF: 35.6 | EV/Sales: 8.46 πͺ Quality MetricsROA: 20.9% | ROIC: 24.1% | Gross Margin: 82.0% Quick Ratio: 1.98 | Cash/sh: $17.69 π° Free Cash Flow AnalysisFCF per Share: $17.79 | FCF Yield: 2.8% P/FCF: 35.6 | Total FCF: $44.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +6.2% | Q/Q -82.5% Sales Growth: TTM +21.3% | Q/Q +26.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.2 | Short Float: 1.4% Insider Own: 13.7% | Inst Own: 67.5% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| BSVN $42.00 Financial |
9.3 Fwd: 10.0 |
N/A | 0.00 0.2 |
19.5% 31.6% |
$4.86 11.6% |
21.9% | 42.9% | EPS: +19.6% | Sales: -6.7% | 6.2 | 8.3 | 8.8 | N/A | 3.2 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.89 | P/B: 1.64 | EV/EBITDA: N/A P/FCF: 8.6 | EV/Sales: N/A πͺ Quality MetricsROA: 2.4% | ROIC: 17.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.86 | FCF Yield: 11.6% P/FCF: 8.6 | Total FCF: $45.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 21.9% | 5Y EPS CAGR: 42.9% EPS Growth: TTM +19.6% | Q/Q -8.9% Sales Growth: TTM -6.7% | Q/Q -3.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 49.5 | Short Float: 1.2% Insider Own: 57.1% | Inst Own: 32.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PCTY $146.95 Technology |
36.8 Fwd: 18.0 |
3.69 | 0.12 1.0 |
20.4% 13.8% |
$7.33 5.0% |
23.2% | 28.3% | EPS: +2.8% | Sales: +13.3% | 4.8 | 8.9 | 9.1 | N/A | 7.9 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.87 | P/B: 7.24 | EV/EBITDA: 18.5 P/FCF: 20.0 | EV/Sales: 4.85 πͺ Quality MetricsROA: 5.5% | ROIC: 18.3% | Gross Margin: 67.9% Quick Ratio: 1.03 | Cash/sh: $3.04 π° Free Cash Flow AnalysisFCF per Share: $7.33 | FCF Yield: 5.0% P/FCF: 20.0 | Total FCF: $0.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 23.2% | 5Y EPS CAGR: 28.3% EPS Growth: TTM +2.8% | Q/Q -2.5% Sales Growth: TTM +13.3% | Q/Q +12.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.57 | RSI: 49.0 | Short Float: 3.8% Insider Own: 20.1% | Inst Own: 78.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| BMRN $55.52 Healthcare |
20.8 Fwd: 12.2 |
0.63 | 0.10 4.8 |
9.1% 16.9% |
$4.33 7.8% |
11.0% | N/A | EPS: +60.2% | Sales: +12.3% | 9.7 | 6.9 | 6.7 | N/A | 0.6 | 7.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.46 | P/B: 1.76 | EV/EBITDA: 10.4 P/FCF: 12.8 | EV/Sales: 3.18 πͺ Quality MetricsROA: 7.2% | ROIC: 7.8% | Gross Margin: 80.6% Quick Ratio: 3.10 | Cash/sh: $7.69 π° Free Cash Flow AnalysisFCF per Share: $4.33 | FCF Yield: 7.8% P/FCF: 12.8 | Total FCF: $0.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +60.2% | Q/Q -129.2% Sales Growth: TTM +12.3% | Q/Q +6.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.29 | RSI: 56.8 | Short Float: 4.7% Insider Own: 1.5% | Inst Own: 96.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CB $297.90 Financial |
12.4 Fwd: 11.3 |
1.49 | 0.31 0.4 |
14.1% 16.5% |
$37.33 12.5% |
10.3% | 18.5% | EPS: -1.8% | Sales: +6.7% | 8.0 | 7.5 | 7.6 | N/A | 6.6 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.00 | P/B: 1.63 | EV/EBITDA: N/A P/FCF: 8.0 | EV/Sales: N/A πͺ Quality MetricsROA: 4.1% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $37.33 | FCF Yield: 12.5% P/FCF: 8.0 | Total FCF: $14.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.3% | 5Y EPS CAGR: 18.5% EPS Growth: TTM -1.8% | Q/Q +22.6% Sales Growth: TTM +6.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.51 | RSI: 65.3 | Short Float: 0.7% Insider Own: 0.4% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| AX $81.99 Financial |
11.0 Fwd: 8.9 |
N/A | 0.56 0.7 |
16.6% 22.4% |
$8.51 10.4% |
22.0% | 20.1% | EPS: -9.3% | Sales: +1.7% | 6.7 | 7.8 | 8.5 | N/A | 4.5 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.40 | P/B: 1.66 | EV/EBITDA: N/A P/FCF: 9.6 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 12.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.51 | FCF Yield: 10.4% P/FCF: 9.6 | Total FCF: $0.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: 20.1% EPS Growth: TTM -9.3% | Q/Q +0.7% Sales Growth: TTM +1.7% | Q/Q -2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 55.5 | Short Float: 3.8% Insider Own: 4.8% | Inst Own: 80.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| APP $586.37 Communication Services |
73.9 Fwd: 40.1 |
1.19 | 2.38 3.2 |
230.7% 49.3% |
$9.92 1.7% |
36.5% | 84.3% | EPS: +135.0% | Sales: +28.7% | 6.9 | 7.0 | 10.0 | N/A | 4.0 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 35.90 | P/B: 134.68 | EV/EBITDA: 52.2 P/FCF: 59.1 | EV/Sales: 36.23 πͺ Quality MetricsROA: 47.2% | ROIC: 54.6% | Gross Margin: 82.1% Quick Ratio: 3.25 | Cash/sh: $4.93 π° Free Cash Flow AnalysisFCF per Share: $9.92 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $3.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.5% | 5Y EPS CAGR: 84.3% EPS Growth: TTM +135.0% | Q/Q +96.5% Sales Growth: TTM +28.7% | Q/Q +17.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.53 | RSI: 52.1 | Short Float: 7.3% Insider Own: 33.9% | Inst Own: 73.1% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| NXT $90.67 Technology |
23.6 Fwd: 19.7 |
3.03 | 0.02 2.2 |
35.4% 17.1% |
$4.04 4.5% |
20.4% | 2.5% | EPS: +3.5% | Sales: +20.4% | 5.0 | 9.4 | 7.3 | N/A | 5.3 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.99 | P/B: 6.78 | EV/EBITDA: 17.1 P/FCF: 22.4 | EV/Sales: 3.75 πͺ Quality MetricsROA: 17.9% | ROIC: 28.4% | Gross Margin: 33.0% Quick Ratio: 1.90 | Cash/sh: $5.70 π° Free Cash Flow AnalysisFCF per Share: $4.04 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $0.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 2.5% EPS Growth: TTM +3.5% | Q/Q +22.8% Sales Growth: TTM +20.4% | Q/Q +42.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.39 | RSI: 48.4 | Short Float: 3.4% Insider Own: 1.6% | Inst Own: 101.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| KLAC $1159.07 Technology |
36.4 Fwd: 27.6 |
3.31 | 1.22 2.6 |
99.2% 33.8% |
$29.47 2.5% |
15.9% | 31.6% | EPS: +45.3% | Sales: +22.3% | 4.9 | 8.8 | 8.9 | N/A | 6.9 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.16 | P/B: 30.58 | EV/EBITDA: 26.7 P/FCF: 39.3 | EV/Sales: 12.28 πͺ Quality MetricsROA: 26.5% | ROIC: 38.4% | Gross Margin: 60.7% Quick Ratio: 1.83 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $29.47 | FCF Yield: 2.5% P/FCF: 39.3 | Total FCF: $3.87B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.9% | 5Y EPS CAGR: 31.6% EPS Growth: TTM +45.3% | Q/Q +20.7% Sales Growth: TTM +22.3% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.44 | RSI: 52.1 | Short Float: 2.8% Insider Own: 0.1% | Inst Own: 91.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SFM $83.29 Consumer Defensive |
16.1 Fwd: 14.4 |
0.80 | 1.30 1.1 |
37.0% 5.9% |
$4.70 5.6% |
6.5% | 24.6% | EPS: +49.8% | Sales: +16.6% | 9.3 | 6.2 | 8.5 | N/A | 3.7 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.94 | P/B: 5.66 | EV/EBITDA: 9.9 P/FCF: 17.7 | EV/Sales: 1.11 πͺ Quality MetricsROA: 13.5% | ROIC: 16.4% | Gross Margin: 37.1% Quick Ratio: 0.53 | Cash/sh: $3.34 π° Free Cash Flow AnalysisFCF per Share: $4.70 | FCF Yield: 5.6% P/FCF: 17.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 24.6% EPS Growth: TTM +49.8% | Q/Q +34.2% Sales Growth: TTM +16.6% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 41.3 | Short Float: 8.5% Insider Own: 0.6% | Inst Own: 102.2% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| FN $449.06 Technology |
46.3 Fwd: 28.8 |
1.99 | 0.00 2.8 |
18.1% 9.8% |
$5.63 1.3% |
15.8% | 24.4% | EPS: +14.8% | Sales: +19.7% | 7.0 | 8.2 | 7.0 | N/A | 4.9 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.48 | P/B: 7.81 | EV/EBITDA: 38.4 P/FCF: 79.8 | EV/Sales: 4.21 πͺ Quality MetricsROA: 12.9% | ROIC: 17.0% | Gross Margin: 11.9% Quick Ratio: 2.03 | Cash/sh: $27.04 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 1.3% P/FCF: 79.8 | Total FCF: $0.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.8% | 5Y EPS CAGR: 24.4% EPS Growth: TTM +14.8% | Q/Q +25.0% Sales Growth: TTM +19.7% | Q/Q +21.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.9 | Short Float: 3.8% Insider Own: 0.5% | Inst Own: 109.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| APH $138.72 Technology |
46.2 Fwd: 34.6 |
1.37 | 0.64 2.1 |
34.8% 18.2% |
$2.91 2.1% |
13.1% | 15.4% | EPS: +72.3% | Sales: +47.4% | 7.6 | 7.7 | 7.3 | N/A | 3.8 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.10 | P/B: 13.56 | EV/EBITDA: 29.1 P/FCF: 47.7 | EV/Sales: 8.30 πͺ Quality MetricsROA: 16.4% | ROIC: 19.4% | Gross Margin: 35.9% Quick Ratio: 1.52 | Cash/sh: $3.18 π° Free Cash Flow AnalysisFCF per Share: $2.91 | FCF Yield: 2.1% P/FCF: 47.7 | Total FCF: $3.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.1% | 5Y EPS CAGR: 15.4% EPS Growth: TTM +72.3% | Q/Q +103.3% Sales Growth: TTM +47.4% | Q/Q +53.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 56.6 | Short Float: 0.8% Insider Own: 0.6% | Inst Own: 96.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MORN $213.72 Financial |
24.3 Fwd: 19.8 |
1.49 | 0.69 1.0 |
24.4% 15.7% |
$9.58 4.5% |
14.1% | 19.5% | EPS: +15.9% | Sales: +7.8% | 7.2 | 7.5 | 8.3 | N/A | 8.6 | 7.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.67 | P/B: 5.86 | EV/EBITDA: 13.6 P/FCF: 22.3 | EV/Sales: 3.89 πͺ Quality MetricsROA: 10.6% | ROIC: 14.9% | Gross Margin: 53.0% Quick Ratio: 1.00 | Cash/sh: $12.51 π° Free Cash Flow AnalysisFCF per Share: $9.58 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.1% | 5Y EPS CAGR: 19.5% EPS Growth: TTM +15.9% | Q/Q -21.9% Sales Growth: TTM +7.8% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.11 | RSI: 47.4 | Short Float: 3.4% Insider Own: 43.7% | Inst Own: 61.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| INMD $14.06 Healthcare |
6.5 Fwd: 8.5 |
9.56 | 0.01 9.8 |
21.5% 41.0% |
$1.40 10.0% |
20.4% | 16.6% | EPS: +15.9% | Sales: -14.0% | 4.0 | 9.6 | 8.1 | N/A | 2.4 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.68 | P/B: 1.50 | EV/EBITDA: 5.1 P/FCF: 10.0 | EV/Sales: 1.24 πͺ Quality MetricsROA: 19.2% | ROIC: 22.7% | Gross Margin: 78.8% Quick Ratio: 8.71 | Cash/sh: $7.65 π° Free Cash Flow AnalysisFCF per Share: $1.40 | FCF Yield: 10.0% P/FCF: 10.0 | Total FCF: $97.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.4% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.9% | Q/Q -47.7% Sales Growth: TTM -14.0% | Q/Q -28.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.14 | RSI: 42.5 | Short Float: 5.0% Insider Own: 9.7% | Inst Own: 53.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EWBC $106.60 Financial |
11.8 Fwd: 10.7 |
1.33 | 0.37 0.1 |
15.5% 27.6% |
$9.39 8.8% |
17.1% | 12.6% | EPS: +14.6% | Sales: +3.9% | 8.0 | 7.1 | 7.9 | N/A | 0.0 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.21 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 11.3 | EV/Sales: N/A πͺ Quality MetricsROA: 1.6% | ROIC: 10.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $9.39 | FCF Yield: 8.8% P/FCF: 11.3 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +14.6% | Q/Q +23.8% Sales Growth: TTM +3.9% | Q/Q +4.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 58.7 | Short Float: 3.2% Insider Own: 0.9% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ACGL $94.40 Financial |
8.8 Fwd: 10.2 |
3.30 | 0.12 0.5 |
17.8% 21.3% |
$17.35 18.4% |
19.9% | 23.6% | EPS: -28.5% | Sales: +16.7% | 5.0 | 8.6 | 8.9 | N/A | 6.9 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.80 | P/B: 1.51 | EV/EBITDA: N/A P/FCF: 5.4 | EV/Sales: N/A πͺ Quality MetricsROA: 6.3% | ROIC: 15.3% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.35 | FCF Yield: 18.4% P/FCF: 5.4 | Total FCF: $6.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.9% | 5Y EPS CAGR: 23.6% EPS Growth: TTM -28.5% | Q/Q +39.3% Sales Growth: TTM +16.7% | Q/Q +9.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.46 | RSI: 68.1 | Short Float: 1.6% Insider Own: 3.4% | Inst Own: 92.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ADP $254.33 Technology |
25.1 Fwd: 21.2 |
2.65 | 1.55 1.1 |
70.6% 19.8% |
$11.37 4.5% |
7.1% | 11.9% | EPS: +8.3% | Sales: +7.1% | 5.7 | 8.8 | 7.4 | N/A | 8.5 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.92 | P/B: 16.16 | EV/EBITDA: 17.3 P/FCF: 22.4 | EV/Sales: 5.01 πͺ Quality MetricsROA: 8.0% | ROIC: 38.7% | Gross Margin: 50.3% Quick Ratio: 1.05 | Cash/sh: $19.64 π° Free Cash Flow AnalysisFCF per Share: $11.37 | FCF Yield: 4.5% P/FCF: 22.4 | Total FCF: $4.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +8.3% | Q/Q +6.7% Sales Growth: TTM +7.1% | Q/Q +7.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 39.8 | Short Float: 1.9% Insider Own: 0.1% | Inst Own: 84.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| BMI $176.91 Technology |
37.7 Fwd: 32.5 |
3.41 | 0.00 3.2 |
21.4% 15.4% |
$5.64 3.2% |
14.2% | 21.2% | EPS: +16.4% | Sales: +12.1% | 4.8 | 8.7 | 8.7 | N/A | 0.4 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.79 | P/B: 7.42 | EV/EBITDA: 23.5 P/FCF: 31.4 | EV/Sales: 5.56 πͺ Quality MetricsROA: 15.6% | ROIC: 19.8% | Gross Margin: 41.3% Quick Ratio: 2.23 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $5.64 | FCF Yield: 3.2% P/FCF: 31.4 | Total FCF: $0.17B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.2% | 5Y EPS CAGR: 21.2% EPS Growth: TTM +16.4% | Q/Q +9.3% Sales Growth: TTM +12.1% | Q/Q +13.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.92 | RSI: 47.0 | Short Float: 8.0% Insider Own: 0.5% | Inst Own: 100.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ABT $128.54 Healthcare |
16.1 Fwd: 22.7 |
1.57 | 0.25 1.7 |
30.6% 31.7% |
$3.98 3.1% |
5.6% | 30.0% | EPS: +142.4% | Sales: +6.4% | 7.5 | 7.8 | 6.9 | N/A | 3.7 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.10 | P/B: 4.39 | EV/EBITDA: 20.7 P/FCF: 32.3 | EV/Sales: 5.22 πͺ Quality MetricsROA: 17.5% | ROIC: 22.2% | Gross Margin: 52.1% Quick Ratio: 1.24 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.98 | FCF Yield: 3.1% P/FCF: 32.3 | Total FCF: $6.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: 30.0% EPS Growth: TTM +142.4% | Q/Q -2.5% Sales Growth: TTM +6.4% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 51.9 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 80.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| FICO $1797.27 Technology |
67.7 Fwd: 35.3 |
2.85 | N/A 0.8 |
N/A 32.8% |
$31.19 1.7% |
9.0% | 27.4% | EPS: +29.4% | Sales: +15.9% | 5.0 | 8.8 | 8.1 | N/A | 9.1 | 7.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 21.40 | P/B: N/A | EV/EBITDA: 47.9 P/FCF: 57.6 | EV/Sales: 22.89 πͺ Quality MetricsROA: 35.4% | ROIC: 69.8% | Gross Margin: 82.2% Quick Ratio: 0.83 | Cash/sh: $5.66 π° Free Cash Flow AnalysisFCF per Share: $31.19 | FCF Yield: 1.7% P/FCF: 57.6 | Total FCF: $0.74B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 27.4% EPS Growth: TTM +29.4% | Q/Q +18.0% Sales Growth: TTM +15.9% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.28 | RSI: 59.4 | Short Float: 4.7% Insider Own: 2.9% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| TPL $862.91 Energy |
41.7 Fwd: 34.1 |
N/A | 0.01 10.9 |
39.4% 61.7% |
$22.40 2.6% |
7.5% | 7.6% | EPS: +6.2% | Sales: +12.5% | 4.3 | 9.6 | 7.1 | N/A | 1.7 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 25.67 | P/B: 14.50 | EV/EBITDA: 30.2 P/FCF: 38.5 | EV/Sales: 24.91 πͺ Quality MetricsROA: 35.3% | ROIC: 34.4% | Gross Margin: 87.4% Quick Ratio: 10.86 | Cash/sh: $26.24 π° Free Cash Flow AnalysisFCF per Share: $22.40 | FCF Yield: 2.6% P/FCF: 38.5 | Total FCF: $0.51B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.5% | 5Y EPS CAGR: 7.6% EPS Growth: TTM +6.2% | Q/Q +13.8% Sales Growth: TTM +12.5% | Q/Q +17.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 37.2 | Short Float: 6.6% Insider Own: 0.2% | Inst Own: 72.5% π’ Sector AnalysisSector: Energy Growth Expectations: Cyclical P/E Thresholds: [12, 18, 28, 40] Debt Tolerance: 1.2 Dividend Weight: 35.0% Historical Weight: 0.0% |
||||||||||||||
| AMAT $249.97 Technology |
28.8 Fwd: 22.1 |
3.69 | 0.32 2.6 |
35.5% 24.7% |
$7.15 2.9% |
10.5% | 17.2% | EPS: +0.5% | Sales: +4.5% | 5.0 | 8.8 | 7.8 | N/A | 7.1 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.02 | P/B: 10.21 | EV/EBITDA: 22.1 P/FCF: 35.0 | EV/Sales: 6.95 πͺ Quality MetricsROA: 19.8% | ROIC: 26.0% | Gross Margin: 48.7% Quick Ratio: 1.87 | Cash/sh: $10.76 π° Free Cash Flow AnalysisFCF per Share: $7.15 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $5.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +0.5% | Q/Q +13.8% Sales Growth: TTM +4.5% | Q/Q -3.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.66 | RSI: 63.1 | Short Float: 1.9% Insider Own: 0.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SAP $240.02 Technology |
36.0 Fwd: 28.8 |
1.28 | 0.21 1.1 |
16.3% 19.5% |
$6.32 2.6% |
3.7% | -1.4% | EPS: +167.2% | Sales: +11.8% | 8.2 | 7.8 | 5.6 | N/A | 0.8 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.78 | P/B: 5.43 | EV/EBITDA: 21.7 P/FCF: 38.0 | EV/Sales: 6.80 πͺ Quality MetricsROA: 9.9% | ROIC: 13.7% | Gross Margin: 73.8% Quick Ratio: 1.10 | Cash/sh: $8.83 π° Free Cash Flow AnalysisFCF per Share: $6.32 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $7.20B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: -1.4% EPS Growth: TTM +167.2% | Q/Q +46.5% Sales Growth: TTM +11.8% | Q/Q +14.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 35.0 | Short Float: 0.1% Insider Own: N/A | Inst Own: 6.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| APO $130.27 Financial |
19.3 Fwd: 14.1 |
1.40 | 0.55 0.1 |
20.3% 14.6% |
$9.32 7.2% |
56.2% | 14.1% | EPS: -28.7% | Sales: -13.3% | 7.4 | 7.3 | 7.8 | N/A | 2.6 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.71 | P/B: 3.48 | EV/EBITDA: 10.5 P/FCF: 14.0 | EV/Sales: 3.05 πͺ Quality MetricsROA: 1.0% | ROIC: 11.5% | Gross Margin: 56.2% Quick Ratio: 0.08 | Cash/sh: $36.88 π° Free Cash Flow AnalysisFCF per Share: $9.32 | FCF Yield: 7.2% P/FCF: 14.0 | Total FCF: $5.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.2% | 5Y EPS CAGR: 14.1% EPS Growth: TTM -28.7% | Q/Q +112.6% Sales Growth: TTM -13.3% | Q/Q +26.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 52.9 | Short Float: 8.0% Insider Own: 29.3% | Inst Own: 65.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MA $544.93 Financial |
34.9 Fwd: 28.5 |
2.32 | 2.40 1.1 |
185.7% 45.2% |
$18.73 3.4% |
10.8% | 11.8% | EPS: +18.2% | Sales: +15.7% | 4.5 | 9.0 | 8.0 | N/A | 9.8 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.54 | P/B: 62.05 | EV/EBITDA: 25.2 P/FCF: 29.1 | EV/Sales: 15.79 πͺ Quality MetricsROA: 28.4% | ROIC: 53.0% | Gross Margin: 96.6% Quick Ratio: 1.12 | Cash/sh: $12.39 π° Free Cash Flow AnalysisFCF per Share: $18.73 | FCF Yield: 3.4% P/FCF: 29.1 | Total FCF: $16.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.8% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +18.2% | Q/Q +23.0% Sales Growth: TTM +15.7% | Q/Q +16.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 46.3 | Short Float: 0.8% Insider Own: 8.8% | Inst Own: 82.3% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| DHI $156.76 Consumer Cyclical |
13.5 Fwd: 11.8 |
1.38 | 0.25 8.6 |
14.5% 10.5% |
$11.25 7.2% |
11.0% | 12.5% | EPS: -19.4% | Sales: -6.9% | 8.4 | 7.1 | 6.6 | N/A | 5.9 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.34 | P/B: 1.91 | EV/EBITDA: 10.3 P/FCF: 13.9 | EV/Sales: 1.44 πͺ Quality MetricsROA: 9.9% | ROIC: 12.2% | Gross Margin: 23.7% Quick Ratio: 1.08 | Cash/sh: $10.39 π° Free Cash Flow AnalysisFCF per Share: $11.25 | FCF Yield: 7.2% P/FCF: 13.9 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.0% | 5Y EPS CAGR: 12.5% EPS Growth: TTM -19.4% | Q/Q -22.4% Sales Growth: TTM -6.9% | Q/Q -3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 62.3 | Short Float: 4.7% Insider Own: 12.5% | Inst Own: 88.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DPZ $415.59 Consumer Cyclical |
24.3 Fwd: 21.2 |
2.86 | N/A 1.6 |
N/A 12.2% |
$18.69 4.5% |
5.4% | 11.8% | EPS: +5.0% | Sales: +3.9% | 5.7 | 8.4 | 7.3 | N/A | 8.3 | 6.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.90 | P/B: N/A | EV/EBITDA: 18.3 P/FCF: 22.2 | EV/Sales: 3.85 πͺ Quality MetricsROA: 34.3% | ROIC: 56.7% | Gross Margin: 39.8% Quick Ratio: 1.48 | Cash/sh: $13.37 π° Free Cash Flow AnalysisFCF per Share: $18.69 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.63B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM +5.0% | Q/Q -2.7% Sales Growth: TTM +3.9% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 54.5 | Short Float: 7.3% Insider Own: 0.6% | Inst Own: 100.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| USLM $121.12 Basic Materials |
26.6 Fwd: 25.0 |
2.34 | 0.01 19.0 |
24.3% 35.8% |
$3.64 3.0% |
14.9% | 32.5% | EPS: +31.9% | Sales: +20.3% | 5.0 | 8.4 | 8.3 | N/A | 2.8 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.51 | P/B: 5.76 | EV/EBITDA: 17.6 P/FCF: 33.3 | EV/Sales: 8.56 πͺ Quality MetricsROA: 22.3% | ROIC: 21.6% | Gross Margin: 48.0% Quick Ratio: 17.78 | Cash/sh: $12.20 π° Free Cash Flow AnalysisFCF per Share: $3.64 | FCF Yield: 3.0% P/FCF: 33.3 | Total FCF: $0.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.9% | 5Y EPS CAGR: 32.5% EPS Growth: TTM +31.9% | Q/Q +16.2% Sales Growth: TTM +20.3% | Q/Q +14.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 50.2 | Short Float: 3.5% Insider Own: 62.5% | Inst Own: 30.4% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CVCO $608.60 Consumer Cyclical |
25.0 Fwd: 21.7 |
N/A | 0.03 2.9 |
18.5% 9.2% |
$23.06 3.8% |
13.7% | 20.6% | EPS: +37.9% | Sales: +15.8% | 6.0 | 7.7 | 8.3 | N/A | 5.7 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.22 | P/B: 4.41 | EV/EBITDA: 17.8 P/FCF: 26.4 | EV/Sales: 2.04 πͺ Quality MetricsROA: 13.8% | ROIC: 17.5% | Gross Margin: 23.8% Quick Ratio: 2.13 | Cash/sh: $53.33 π° Free Cash Flow AnalysisFCF per Share: $23.06 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +37.9% | Q/Q +24.2% Sales Growth: TTM +15.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 65.4 | Short Float: 4.6% Insider Own: 1.3% | Inst Own: 102.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| IDXX $755.96 Healthcare |
59.9 Fwd: 52.3 |
3.87 | 0.71 1.1 |
64.6% 24.6% |
$12.07 1.6% |
10.1% | 16.9% | EPS: +21.4% | Sales: +8.4% | 3.5 | 9.1 | 8.5 | N/A | 8.4 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.48 | P/B: 38.74 | EV/EBITDA: 42.3 P/FCF: 62.6 | EV/Sales: 14.70 πͺ Quality MetricsROA: 30.5% | ROIC: 50.3% | Gross Margin: 61.8% Quick Ratio: 0.81 | Cash/sh: $2.61 π° Free Cash Flow AnalysisFCF per Share: $12.07 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: 16.9% EPS Growth: TTM +21.4% | Q/Q +21.4% Sales Growth: TTM +8.4% | Q/Q +13.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.64 | RSI: 68.0 | Short Float: 2.1% Insider Own: 1.1% | Inst Own: 92.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ADSK $301.38 Technology |
58.5 Fwd: 26.1 |
3.69 | 0.95 0.8 |
40.3% 16.2% |
$9.93 3.3% |
13.4% | 39.7% | EPS: +2.6% | Sales: +15.6% | 4.6 | 8.3 | 8.8 | N/A | 9.2 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.34 | P/B: 22.09 | EV/EBITDA: 43.3 P/FCF: 30.4 | EV/Sales: 9.41 πͺ Quality MetricsROA: 10.4% | ROIC: 19.9% | Gross Margin: 85.0% Quick Ratio: 0.82 | Cash/sh: $10.75 π° Free Cash Flow AnalysisFCF per Share: $9.93 | FCF Yield: 3.3% P/FCF: 30.4 | Total FCF: $2.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 39.7% EPS Growth: TTM +2.6% | Q/Q +25.9% Sales Growth: TTM +15.6% | Q/Q +18.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 52.7 | Short Float: 1.4% Insider Own: 0.3% | Inst Own: 92.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| FSS $112.79 Industrials |
29.4 Fwd: 24.5 |
1.82 | 0.18 2.6 |
19.1% 11.5% |
$3.61 3.2% |
8.8% | 14.8% | EPS: +11.1% | Sales: +11.8% | 6.8 | 7.5 | 7.6 | N/A | 3.1 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.34 | P/B: 5.19 | EV/EBITDA: 17.3 P/FCF: 31.2 | EV/Sales: 3.43 πͺ Quality MetricsROA: 12.8% | ROIC: 15.3% | Gross Margin: 28.5% Quick Ratio: 1.25 | Cash/sh: $0.89 π° Free Cash Flow AnalysisFCF per Share: $3.61 | FCF Yield: 3.2% P/FCF: 31.2 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 14.8% EPS Growth: TTM +11.1% | Q/Q +27.0% Sales Growth: TTM +11.8% | Q/Q +17.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 49.1 | Short Float: 6.8% Insider Own: 2.5% | Inst Own: 101.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| VEEV $240.67 Healthcare |
46.8 Fwd: 28.0 |
3.31 | 0.01 7.5 |
13.7% 27.9% |
$8.22 3.4% |
20.0% | 17.8% | EPS: +27.9% | Sales: +16.0% | 4.6 | 8.4 | 8.5 | N/A | 8.9 | 6.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 12.84 | P/B: 5.62 | EV/EBITDA: 35.1 P/FCF: 29.3 | EV/Sales: 10.72 πͺ Quality MetricsROA: 11.8% | ROIC: 12.1% | Gross Margin: 75.4% Quick Ratio: 7.53 | Cash/sh: $40.38 π° Free Cash Flow AnalysisFCF per Share: $8.22 | FCF Yield: 3.4% P/FCF: 29.3 | Total FCF: $1.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 17.8% EPS Growth: TTM +27.9% | Q/Q +24.1% Sales Growth: TTM +16.0% | Q/Q +16.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.07 | RSI: 24.0 | Short Float: 3.3% Insider Own: 8.8% | Inst Own: 87.5% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AWI $190.80 Industrials |
27.3 Fwd: 22.6 |
1.88 | 0.56 1.5 |
38.0% 19.1% |
$5.60 2.9% |
6.8% | 4.4% | EPS: +23.4% | Sales: +15.1% | 7.3 | 8.0 | 5.6 | N/A | 1.7 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.14 | P/B: 9.26 | EV/EBITDA: 20.2 P/FCF: 34.0 | EV/Sales: 5.40 πͺ Quality MetricsROA: 16.5% | ROIC: 22.7% | Gross Margin: 40.5% Quick Ratio: 1.04 | Cash/sh: $2.09 π° Free Cash Flow AnalysisFCF per Share: $5.60 | FCF Yield: 2.9% P/FCF: 34.0 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM +23.4% | Q/Q +13.0% Sales Growth: TTM +15.1% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.30 | RSI: 54.5 | Short Float: 1.4% Insider Own: 1.2% | Inst Own: 101.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| FSLR $272.21 Technology |
20.9 Fwd: 12.0 |
0.64 | 0.10 1.9 |
16.9% 27.7% |
$5.73 2.1% |
6.5% | N/A | EPS: +12.0% | Sales: +31.2% | 9.7 | 6.8 | 4.8 | N/A | 1.0 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.78 | P/B: 3.24 | EV/EBITDA: 13.2 P/FCF: 47.5 | EV/Sales: 5.56 πͺ Quality MetricsROA: 11.2% | ROIC: 14.9% | Gross Margin: 40.3% Quick Ratio: 1.55 | Cash/sh: $19.01 π° Free Cash Flow AnalysisFCF per Share: $5.73 | FCF Yield: 2.1% P/FCF: 47.5 | Total FCF: $0.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: N/A EPS Growth: TTM +12.0% | Q/Q +45.7% Sales Growth: TTM +31.2% | Q/Q +79.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.59 | RSI: 63.0 | Short Float: 9.1% Insider Own: 5.4% | Inst Own: 101.9% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| NVMI $307.67 Technology |
40.4 Fwd: 32.1 |
2.38 | 0.75 4.6 |
23.6% 28.7% |
$7.81 2.5% |
24.5% | 35.3% | EPS: +40.9% | Sales: +39.4% | 6.4 | 7.2 | 8.4 | N/A | 2.6 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.01 | P/B: 7.74 | EV/EBITDA: 34.2 P/FCF: 39.4 | EV/Sales: 10.77 πͺ Quality MetricsROA: 13.5% | ROIC: 12.5% | Gross Margin: 57.1% Quick Ratio: 4.00 | Cash/sh: $35.65 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 2.5% P/FCF: 39.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.5% | 5Y EPS CAGR: 35.3% EPS Growth: TTM +40.9% | Q/Q +18.9% Sales Growth: TTM +39.4% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.85 | RSI: 50.1 | Short Float: 4.2% Insider Own: N/A | Inst Own: 84.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| INTU $629.13 Technology |
43.1 Fwd: 23.9 |
3.04 | 0.36 1.4 |
22.0% 21.2% |
$22.82 3.6% |
19.6% | 14.6% | EPS: +41.2% | Sales: +17.1% | 4.8 | 8.5 | 7.8 | N/A | 9.7 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.01 | P/B: 9.07 | EV/EBITDA: 29.7 P/FCF: 27.6 | EV/Sales: 9.18 πͺ Quality MetricsROA: 12.4% | ROIC: 16.2% | Gross Margin: 77.4% Quick Ratio: 1.39 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $22.82 | FCF Yield: 3.6% P/FCF: 27.6 | Total FCF: $6.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: 14.6% EPS Growth: TTM +41.2% | Q/Q +128.0% Sales Growth: TTM +17.1% | Q/Q +18.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 38.9 | Short Float: 1.9% Insider Own: 2.4% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| WRB $77.64 Financial |
16.3 Fwd: 16.7 |
2.55 | 0.32 0.4 |
20.9% 13.0% |
$8.64 11.1% |
11.5% | 22.7% | EPS: +22.0% | Sales: +11.1% | 5.2 | 7.9 | 8.5 | N/A | 7.0 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.01 | P/B: 3.01 | EV/EBITDA: N/A P/FCF: 9.0 | EV/Sales: N/A πͺ Quality MetricsROA: 5.1% | ROIC: 14.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $8.64 | FCF Yield: 11.1% P/FCF: 9.0 | Total FCF: $3.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.5% | 5Y EPS CAGR: 22.7% EPS Growth: TTM +22.0% | Q/Q +40.3% Sales Growth: TTM +11.1% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.37 | RSI: 60.4 | Short Float: 8.1% Insider Own: 21.7% | Inst Own: 66.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| AAPL $277.55 Technology |
37.2 Fwd: 30.6 |
3.74 | 1.52 0.9 |
171.4% 26.9% |
$6.68 2.4% |
8.7% | 17.9% | EPS: +22.9% | Sales: +6.4% | 4.9 | 8.5 | 7.5 | N/A | 4.6 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.85 | P/B: 55.61 | EV/EBITDA: 28.7 P/FCF: 41.5 | EV/Sales: 9.99 πͺ Quality MetricsROA: 30.9% | ROIC: 68.4% | Gross Margin: 46.9% Quick Ratio: 0.86 | Cash/sh: $3.70 π° Free Cash Flow AnalysisFCF per Share: $6.68 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $98.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +22.9% | Q/Q +91.1% Sales Growth: TTM +6.4% | Q/Q +7.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.10 | RSI: 66.8 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 64.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| VRT $172.02 Industrials |
64.8 Fwd: 33.1 |
2.06 | 0.92 1.8 |
38.9% 10.7% |
$3.59 2.1% |
12.6% | N/A | EPS: +76.3% | Sales: +28.8% | 5.7 | 7.6 | 8.3 | N/A | 5.8 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.78 | P/B: 18.74 | EV/EBITDA: 32.8 P/FCF: 47.9 | EV/Sales: 6.91 πͺ Quality MetricsROA: 10.5% | ROIC: 15.6% | Gross Margin: 33.7% Quick Ratio: 1.43 | Cash/sh: $5.20 π° Free Cash Flow AnalysisFCF per Share: $3.59 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.6% | 5Y EPS CAGR: N/A EPS Growth: TTM +76.3% | Q/Q +121.8% Sales Growth: TTM +28.8% | Q/Q +29.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.05 | RSI: 50.0 | Short Float: 2.1% Insider Own: 1.9% | Inst Own: 80.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| FDS $277.41 Financial |
17.8 Fwd: 14.8 |
2.93 | 0.71 1.4 |
29.1% 25.7% |
$16.48 5.9% |
9.2% | 10.0% | EPS: +11.6% | Sales: +5.4% | 5.3 | 8.2 | 7.6 | N/A | 7.7 | 6.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.48 | P/B: 4.78 | EV/EBITDA: 12.1 P/FCF: 16.8 | EV/Sales: 4.99 πͺ Quality MetricsROA: 14.3% | ROIC: 16.1% | Gross Margin: 52.7% Quick Ratio: 1.40 | Cash/sh: $9.65 π° Free Cash Flow AnalysisFCF per Share: $16.48 | FCF Yield: 5.9% P/FCF: 16.8 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 10.0% EPS Growth: TTM +11.6% | Q/Q +73.3% Sales Growth: TTM +5.4% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.74 | RSI: 50.6 | Short Float: 7.1% Insider Own: 0.2% | Inst Own: 100.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| TT $419.64 Industrials |
32.3 Fwd: 28.3 |
2.26 | 0.55 1.2 |
37.1% 13.9% |
$11.51 2.7% |
8.7% | 14.0% | EPS: +20.4% | Sales: +8.6% | 5.5 | 8.1 | 7.3 | N/A | 6.8 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.42 | P/B: 11.19 | EV/EBITDA: 22.2 P/FCF: 36.5 | EV/Sales: 4.59 πͺ Quality MetricsROA: 14.0% | ROIC: 23.9% | Gross Margin: 36.4% Quick Ratio: 0.84 | Cash/sh: $5.08 π° Free Cash Flow AnalysisFCF per Share: $11.51 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +20.4% | Q/Q +11.6% Sales Growth: TTM +8.6% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 50.2 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| IPAR $80.92 Consumer Defensive |
15.8 Fwd: 16.6 |
6.73 | 0.26 3.3 |
19.9% 11.2% |
$5.66 7.0% |
15.3% | 21.9% | EPS: +9.0% | Sales: +3.1% | 4.0 | 8.3 | 8.8 | N/A | 4.0 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.77 | P/B: 2.98 | EV/EBITDA: 9.3 P/FCF: 14.3 | EV/Sales: 1.96 πͺ Quality MetricsROA: 10.8% | ROIC: 16.0% | Gross Margin: 64.4% Quick Ratio: 1.99 | Cash/sh: $5.86 π° Free Cash Flow AnalysisFCF per Share: $5.66 | FCF Yield: 7.0% P/FCF: 14.3 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.3% | 5Y EPS CAGR: 21.9% EPS Growth: TTM +9.0% | Q/Q +6.1% Sales Growth: TTM +3.1% | Q/Q +1.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 31.5 | Short Float: 9.0% Insider Own: 43.5% | Inst Own: 63.5% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| UHS $244.18 Healthcare |
11.6 Fwd: 10.4 |
0.70 | 0.71 1.0 |
20.0% 8.1% |
$15.21 6.2% |
6.8% | 13.0% | EPS: +39.6% | Sales: +10.2% | 9.6 | 6.1 | 5.8 | N/A | 4.8 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.91 | P/B: 2.13 | EV/EBITDA: 8.1 P/FCF: 16.1 | EV/Sales: 1.22 πͺ Quality MetricsROA: 9.3% | ROIC: 12.0% | Gross Margin: 11.5% Quick Ratio: 0.96 | Cash/sh: $1.77 π° Free Cash Flow AnalysisFCF per Share: $15.21 | FCF Yield: 6.2% P/FCF: 16.1 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +39.6% | Q/Q +54.2% Sales Growth: TTM +10.2% | Q/Q +13.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 73.7 | Short Float: 3.5% Insider Own: 15.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PTC $173.46 Technology |
28.3 Fwd: 20.1 |
3.50 | 0.36 1.1 |
21.1% 27.1% |
$7.16 4.1% |
13.4% | 40.1% | EPS: +96.6% | Sales: +19.2% | 5.0 | 7.9 | 8.1 | N/A | 8.2 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.56 | P/B: 5.42 | EV/EBITDA: 19.2 P/FCF: 24.2 | EV/Sales: 8.00 πͺ Quality MetricsROA: 11.4% | ROIC: 14.4% | Gross Margin: 82.1% Quick Ratio: 1.08 | Cash/sh: $1.55 π° Free Cash Flow AnalysisFCF per Share: $7.16 | FCF Yield: 4.1% P/FCF: 24.2 | Total FCF: $0.86B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 40.1% EPS Growth: TTM +96.6% | Q/Q +181.6% Sales Growth: TTM +19.2% | Q/Q +42.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 34.7 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 98.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CTAS $184.60 Industrials |
41.0 Fwd: 34.4 |
3.86 | 0.56 1.4 |
42.0% 17.5% |
$4.22 2.3% |
7.8% | 16.8% | EPS: +13.6% | Sales: +8.2% | 3.9 | 8.5 | 8.3 | N/A | 7.4 | 6.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.03 | P/B: 15.64 | EV/EBITDA: 26.3 P/FCF: 43.8 | EV/Sales: 7.27 πͺ Quality MetricsROA: 19.5% | ROIC: 25.0% | Gross Margin: 48.4% Quick Ratio: 1.10 | Cash/sh: $0.34 π° Free Cash Flow AnalysisFCF per Share: $4.22 | FCF Yield: 2.3% P/FCF: 43.8 | Total FCF: $1.70B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 16.8% EPS Growth: TTM +13.6% | Q/Q +9.0% Sales Growth: TTM +8.2% | Q/Q +8.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 44.9 | Short Float: 1.9% Insider Own: 14.9% | Inst Own: 64.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| GGG $82.31 Industrials |
28.1 Fwd: 25.9 |
3.69 | 0.02 3.2 |
19.4% 22.7% |
$3.76 4.6% |
5.1% | 7.1% | EPS: +3.1% | Sales: +2.9% | 4.3 | 9.0 | 6.4 | N/A | 2.9 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.23 | P/B: 5.23 | EV/EBITDA: 19.2 P/FCF: 21.9 | EV/Sales: 5.97 πͺ Quality MetricsROA: 16.0% | ROIC: 19.0% | Gross Margin: 52.3% Quick Ratio: 2.27 | Cash/sh: $3.73 π° Free Cash Flow AnalysisFCF per Share: $3.76 | FCF Yield: 4.6% P/FCF: 21.9 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +3.1% | Q/Q +15.0% Sales Growth: TTM +2.9% | Q/Q +4.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 53.5 | Short Float: 2.8% Insider Own: 0.9% | Inst Own: 91.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CBOE $258.12 Financial |
27.7 Fwd: 23.8 |
2.82 | 0.33 1.7 |
21.5% 21.2% |
$10.97 4.3% |
10.4% | 16.7% | EPS: +26.7% | Sales: +16.7% | 4.7 | 8.0 | 8.1 | N/A | 8.7 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.85 | P/B: 5.53 | EV/EBITDA: 18.0 P/FCF: 23.5 | EV/Sales: 5.86 πͺ Quality MetricsROA: 11.0% | ROIC: 15.2% | Gross Margin: 46.8% Quick Ratio: 1.72 | Cash/sh: $14.62 π° Free Cash Flow AnalysisFCF per Share: $10.97 | FCF Yield: 4.3% P/FCF: 23.5 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.4% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +26.7% | Q/Q +37.9% Sales Growth: TTM +16.7% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.35 | RSI: 61.3 | Short Float: 2.6% Insider Own: 0.2% | Inst Own: 90.5% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MELI $2033.32 Consumer Cyclical |
49.6 Fwd: 33.4 |
1.61 | 2.08 1.2 |
40.6% 7.9% |
$130.42 6.4% |
55.4% | N/A | EPS: +44.5% | Sales: +38.0% | 7.1 | 6.2 | 8.6 | N/A | 6.2 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.94 | P/B: 16.58 | EV/EBITDA: 26.7 P/FCF: 15.6 | EV/Sales: 3.94 πͺ Quality MetricsROA: 7.0% | ROIC: 18.2% | Gross Margin: 45.1% Quick Ratio: 1.15 | Cash/sh: $254.73 π° Free Cash Flow AnalysisFCF per Share: $130.42 | FCF Yield: 6.4% P/FCF: 15.6 | Total FCF: $6.61B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 55.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +44.5% | Q/Q +6.0% Sales Growth: TTM +38.0% | Q/Q +39.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 43.3 | Short Float: 1.7% Insider Own: 7.6% | Inst Own: 81.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| RLI $63.92 Financial |
16.7 Fwd: 20.8 |
9.10 | 0.06 0.3 |
19.5% 19.3% |
$6.33 9.9% |
12.0% | 12.1% | EPS: -16.2% | Sales: +3.7% | 3.1 | 9.0 | 8.1 | N/A | 7.8 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.20 | P/B: 3.13 | EV/EBITDA: N/A P/FCF: 10.1 | EV/Sales: N/A πͺ Quality MetricsROA: 6.9% | ROIC: 18.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.33 | FCF Yield: 9.9% P/FCF: 10.1 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.0% | 5Y EPS CAGR: 12.1% EPS Growth: TTM -16.2% | Q/Q +31.3% Sales Growth: TTM +3.7% | Q/Q +8.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 59.2 | Short Float: 3.6% Insider Own: 9.6% | Inst Own: 83.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| OFG $39.98 Financial |
9.1 Fwd: 8.7 |
2.15 | 0.42 0.1 |
14.8% 22.3% |
$4.10 10.3% |
13.9% | 35.8% | EPS: +6.8% | Sales: +4.0% | 7.0 | 6.8 | 7.5 | N/A | 3.9 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.96 | P/B: 1.29 | EV/EBITDA: N/A P/FCF: 9.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.7% | ROIC: 11.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $4.10 | FCF Yield: 10.3% P/FCF: 9.8 | Total FCF: $0.18B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.9% | 5Y EPS CAGR: 35.8% EPS Growth: TTM +6.8% | Q/Q +15.7% Sales Growth: TTM +4.0% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.79 | RSI: 47.9 | Short Float: 1.6% Insider Own: 1.2% | Inst Own: 96.1% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| GWW $945.10 Industrials |
26.4 Fwd: 21.6 |
3.69 | 0.76 2.7 |
49.0% 9.8% |
$25.91 2.7% |
8.4% | 20.3% | EPS: -3.6% | Sales: +4.8% | 4.9 | 7.7 | 8.3 | N/A | 7.9 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.53 | P/B: 12.64 | EV/EBITDA: 17.3 P/FCF: 36.5 | EV/Sales: 2.68 πͺ Quality MetricsROA: 19.3% | ROIC: 27.9% | Gross Margin: 39.1% Quick Ratio: 1.59 | Cash/sh: $11.25 π° Free Cash Flow AnalysisFCF per Share: $25.91 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $1.23B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 20.3% EPS Growth: TTM -3.6% | Q/Q -38.2% Sales Growth: TTM +4.8% | Q/Q +6.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.12 | RSI: 49.4 | Short Float: 2.5% Insider Own: 6.2% | Inst Own: 73.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ULTA $535.16 Consumer Cyclical |
20.5 Fwd: 19.7 |
3.53 | 0.88 1.4 |
48.5% 10.3% |
$21.24 4.0% |
8.8% | 15.8% | EPS: +4.6% | Sales: +2.9% | 4.7 | 8.0 | 8.0 | N/A | 8.4 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.06 | P/B: 9.22 | EV/EBITDA: 13.9 P/FCF: 25.2 | EV/Sales: 2.23 πͺ Quality MetricsROA: 19.4% | ROIC: 27.8% | Gross Margin: 39.0% Quick Ratio: 0.30 | Cash/sh: $5.41 π° Free Cash Flow AnalysisFCF per Share: $21.24 | FCF Yield: 4.0% P/FCF: 25.2 | Total FCF: $0.95B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.8% | 5Y EPS CAGR: 15.8% EPS Growth: TTM +4.6% | Q/Q +9.1% Sales Growth: TTM +2.9% | Q/Q +9.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.87 | RSI: 57.6 | Short Float: 5.1% Insider Own: 0.2% | Inst Own: 98.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| SN $96.16 Consumer Cyclical |
23.7 Fwd: 16.2 |
1.52 | 0.38 2.0 |
27.4% 9.4% |
$2.90 3.0% |
19.0% | 7.2% | EPS: +58.8% | Sales: +18.9% | 8.0 | 6.6 | 6.4 | N/A | 4.9 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.23 | P/B: 5.64 | EV/EBITDA: 15.5 P/FCF: 33.2 | EV/Sales: 2.34 πͺ Quality MetricsROA: 12.5% | ROIC: 17.6% | Gross Margin: 48.4% Quick Ratio: 1.26 | Cash/sh: $1.87 π° Free Cash Flow AnalysisFCF per Share: $2.90 | FCF Yield: 3.0% P/FCF: 33.2 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.0% | 5Y EPS CAGR: 7.2% EPS Growth: TTM +58.8% | Q/Q +41.8% Sales Growth: TTM +18.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 58.0 | Short Float: 7.7% Insider Own: 40.5% | Inst Own: 57.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| JNJ $207.56 Healthcare |
20.0 Fwd: 18.0 |
2.69 | 0.58 1.1 |
33.6% 27.3% |
$8.13 3.9% |
1.6% | 0.6% | EPS: +71.1% | Sales: +5.1% | 5.6 | 8.4 | 5.6 | N/A | 4.2 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.43 | P/B: 6.30 | EV/EBITDA: 16.9 P/FCF: 25.5 | EV/Sales: 5.72 πͺ Quality MetricsROA: 13.5% | ROIC: 21.2% | Gross Margin: 68.3% Quick Ratio: 0.80 | Cash/sh: $7.70 π° Free Cash Flow AnalysisFCF per Share: $8.13 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $19.60B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.6% | 5Y EPS CAGR: 0.6% EPS Growth: TTM +71.1% | Q/Q +91.2% Sales Growth: TTM +5.1% | Q/Q +6.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 83.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CINF $168.48 Financial |
12.5 Fwd: 19.8 |
1.94 | 0.06 0.6 |
14.5% 17.6% |
$17.89 10.6% |
7.4% | 3.7% | EPS: -30.7% | Sales: -0.6% | 6.1 | 8.0 | 5.7 | N/A | 7.0 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.18 | P/B: 1.71 | EV/EBITDA: N/A P/FCF: 9.4 | EV/Sales: N/A πͺ Quality MetricsROA: 5.6% | ROIC: 13.1% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $17.89 | FCF Yield: 10.6% P/FCF: 9.4 | Total FCF: $2.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 3.7% EPS Growth: TTM -30.7% | Q/Q +36.7% Sales Growth: TTM -0.6% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.68 | RSI: 66.0 | Short Float: 1.4% Insider Own: 1.8% | Inst Own: 70.0% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| YUM $153.80 Consumer Cyclical |
29.9 Fwd: 23.0 |
2.63 | N/A 1.7 |
N/A 17.9% |
$5.63 3.7% |
6.2% | 4.8% | EPS: -4.3% | Sales: +11.6% | 5.8 | 7.8 | 6.6 | N/A | 4.7 | 6.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.30 | P/B: N/A | EV/EBITDA: 20.3 P/FCF: 27.3 | EV/Sales: 6.70 πͺ Quality MetricsROA: 21.2% | ROIC: 29.4% | Gross Margin: 46.2% Quick Ratio: 1.69 | Cash/sh: $4.24 π° Free Cash Flow AnalysisFCF per Share: $5.63 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 4.8% EPS Growth: TTM -4.3% | Q/Q +5.4% Sales Growth: TTM +11.6% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.65 | RSI: 62.5 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 85.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| GS $816.01 Financial |
16.6 Fwd: 14.7 |
1.09 | 5.24 1.3 |
13.6% 12.5% |
$191.10 23.4% |
18.5% | 14.0% | EPS: +44.5% | Sales: +2.3% | 8.1 | 6.1 | 7.1 | N/A | 2.0 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.93 | P/B: 2.24 | EV/EBITDA: N/A P/FCF: 4.3 | EV/Sales: N/A πͺ Quality MetricsROA: 0.9% | ROIC: 3.8% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $191.10 | FCF Yield: 23.4% P/FCF: 4.3 | Total FCF: $57.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.5% | 5Y EPS CAGR: 14.0% EPS Growth: TTM +44.5% | Q/Q +45.8% Sales Growth: TTM +2.3% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 59.6 | Short Float: 2.4% Insider Own: 0.5% | Inst Own: 74.4% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| AZO $3967.95 Consumer Cyclical |
27.4 Fwd: 21.7 |
2.26 | N/A 0.9 |
N/A 13.2% |
$107.62 2.7% |
8.4% | 15.0% | EPS: -3.3% | Sales: +2.4% | 6.4 | 6.9 | 7.5 | N/A | 7.3 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.48 | P/B: N/A | EV/EBITDA: 18.5 P/FCF: 36.9 | EV/Sales: 4.13 πͺ Quality MetricsROA: 13.7% | ROIC: 28.5% | Gross Margin: 52.6% Quick Ratio: 0.14 | Cash/sh: $17.46 π° Free Cash Flow AnalysisFCF per Share: $107.62 | FCF Yield: 2.7% P/FCF: 36.9 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 15.0% EPS Growth: TTM -3.3% | Q/Q -5.6% Sales Growth: TTM +2.4% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.40 | RSI: 60.3 | Short Float: 1.8% Insider Own: 0.3% | Inst Own: 94.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| GD $340.04 Industrials |
22.0 Fwd: 19.7 |
1.91 | 0.40 1.4 |
17.8% 8.2% |
$17.81 5.2% |
3.9% | 2.6% | EPS: +17.4% | Sales: +11.9% | 7.1 | 7.3 | 5.5 | N/A | 6.1 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.78 | P/B: 3.76 | EV/EBITDA: 15.9 P/FCF: 19.1 | EV/Sales: 1.93 πͺ Quality MetricsROA: 7.3% | ROIC: 12.8% | Gross Margin: 15.3% Quick Ratio: 0.87 | Cash/sh: $9.33 π° Free Cash Flow AnalysisFCF per Share: $17.81 | FCF Yield: 5.2% P/FCF: 19.1 | Total FCF: $4.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +17.4% | Q/Q +16.1% Sales Growth: TTM +11.9% | Q/Q +10.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.41 | RSI: 47.6 | Short Float: 0.9% Insider Own: 0.6% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ROL $61.50 Consumer Cyclical |
57.8 Fwd: 48.8 |
4.47 | 0.60 0.8 |
36.2% 14.0% |
$1.39 2.3% |
10.9% | 18.4% | EPS: +9.8% | Sales: +11.2% | 2.4 | 8.7 | 8.8 | N/A | 7.2 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.10 | P/B: 19.45 | EV/EBITDA: 36.2 P/FCF: 44.2 | EV/Sales: 8.31 πͺ Quality MetricsROA: 17.1% | ROIC: 22.3% | Gross Margin: 49.5% Quick Ratio: 0.70 | Cash/sh: $0.28 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 2.3% P/FCF: 44.2 | Total FCF: $0.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 18.4% EPS Growth: TTM +9.8% | Q/Q +19.4% Sales Growth: TTM +11.2% | Q/Q +12.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.78 | RSI: 68.7 | Short Float: 2.5% Insider Own: 35.2% | Inst Own: 54.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ZTS $127.69 Healthcare |
21.5 Fwd: 18.7 |
2.72 | 1.35 3.6 |
49.9% 28.2% |
$5.08 4.0% |
8.1% | 11.9% | EPS: +11.5% | Sales: +2.7% | 5.6 | 7.5 | 7.2 | N/A | 8.5 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.99 | P/B: 10.44 | EV/EBITDA: 15.3 P/FCF: 25.1 | EV/Sales: 6.54 πͺ Quality MetricsROA: 18.0% | ROIC: 20.9% | Gross Margin: 70.3% Quick Ratio: 2.28 | Cash/sh: $4.73 π° Free Cash Flow AnalysisFCF per Share: $5.08 | FCF Yield: 4.0% P/FCF: 25.1 | Total FCF: $2.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +11.5% | Q/Q +8.2% Sales Growth: TTM +2.7% | Q/Q +0.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 48.9 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 96.7% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LNTH $58.75 Healthcare |
24.7 Fwd: 10.6 |
N/A | 0.55 2.7 |
14.6% 11.0% |
$6.21 10.6% |
34.6% | 40.8% | EPS: -60.4% | Sales: +1.9% | 6.5 | 6.8 | 7.6 | N/A | 4.5 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.55 | P/B: 3.48 | EV/EBITDA: 10.2 P/FCF: 9.5 | EV/Sales: 2.71 πͺ Quality MetricsROA: 7.8% | ROIC: 9.7% | Gross Margin: 62.2% Quick Ratio: 2.49 | Cash/sh: $5.76 π° Free Cash Flow AnalysisFCF per Share: $6.21 | FCF Yield: 10.6% P/FCF: 9.5 | Total FCF: $0.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 34.6% | 5Y EPS CAGR: 40.8% EPS Growth: TTM -60.4% | Q/Q -77.1% Sales Growth: TTM +1.9% | Q/Q +1.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: -0.10 | RSI: 61.7 | Short Float: 11.0% Insider Own: 2.3% | Inst Own: 109.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| REGN $784.61 Healthcare |
18.8 Fwd: 18.1 |
4.43 | 0.09 4.1 |
15.2% 32.1% |
$40.17 5.1% |
16.7% | 15.7% | EPS: +0.5% | Sales: +2.9% | 3.8 | 8.2 | 8.1 | N/A | 8.6 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.79 | P/B: 2.67 | EV/EBITDA: 17.6 P/FCF: 19.5 | EV/Sales: 5.38 πͺ Quality MetricsROA: 11.8% | ROIC: 13.6% | Gross Margin: 81.7% Quick Ratio: 3.33 | Cash/sh: $80.40 π° Free Cash Flow AnalysisFCF per Share: $40.17 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $4.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.7% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +0.5% | Q/Q +18.1% Sales Growth: TTM +2.9% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 79.3 | Short Float: 2.8% Insider Own: 3.7% | Inst Own: 85.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DORM $134.32 Consumer Cyclical |
16.7 Fwd: 14.2 |
1.18 | 0.37 2.9 |
18.2% 11.6% |
$3.45 2.6% |
15.2% | 19.1% | EPS: +34.8% | Sales: +7.9% | 8.7 | 5.5 | 7.2 | N/A | 5.2 | 6.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.93 | P/B: 2.77 | EV/EBITDA: 11.2 P/FCF: 38.9 | EV/Sales: 2.17 πͺ Quality MetricsROA: 10.1% | ROIC: 12.3% | Gross Margin: 41.7% Quick Ratio: 1.19 | Cash/sh: $1.82 π° Free Cash Flow AnalysisFCF per Share: $3.45 | FCF Yield: 2.6% P/FCF: 38.9 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 19.1% EPS Growth: TTM +34.8% | Q/Q +38.1% Sales Growth: TTM +7.9% | Q/Q +7.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 47.9 | Short Float: 4.4% Insider Own: 13.5% | Inst Own: 86.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| IRMD $92.83 Healthcare |
56.2 Fwd: 43.8 |
5.27 | 0.00 6.6 |
23.3% 26.3% |
$1.16 1.2% |
13.7% | 13.9% | EPS: +13.2% | Sales: +12.9% | 3.2 | 8.6 | 7.8 | N/A | 2.2 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.67 | P/B: 12.01 | EV/EBITDA: 43.5 P/FCF: 80.1 | EV/Sales: 13.97 πͺ Quality MetricsROA: 20.3% | ROIC: 21.5% | Gross Margin: 77.1% Quick Ratio: 5.72 | Cash/sh: $4.44 π° Free Cash Flow AnalysisFCF per Share: $1.16 | FCF Yield: 1.2% P/FCF: 80.1 | Total FCF: $0.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.7% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +13.2% | Q/Q +9.7% Sales Growth: TTM +12.9% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 75.0 | Short Float: 3.3% Insider Own: 36.3% | Inst Own: 55.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MKTX $164.20 Financial |
27.9 Fwd: 20.2 |
3.72 | 0.05 2.2 |
15.9% 26.0% |
$9.31 5.7% |
9.8% | 6.2% | EPS: -20.3% | Sales: +4.0% | 3.9 | 8.7 | 6.4 | N/A | 6.9 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.24 | P/B: 4.43 | EV/EBITDA: 13.2 P/FCF: 17.6 | EV/Sales: 6.70 πͺ Quality MetricsROA: 11.4% | ROIC: 15.9% | Gross Margin: 80.0% Quick Ratio: 2.18 | Cash/sh: $14.29 π° Free Cash Flow AnalysisFCF per Share: $9.31 | FCF Yield: 5.7% P/FCF: 17.6 | Total FCF: $0.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 6.2% EPS Growth: TTM -20.3% | Q/Q -3.4% Sales Growth: TTM +4.0% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 43.2 | Short Float: 3.8% Insider Own: 2.2% | Inst Own: 97.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| SSD $168.19 Basic Materials |
20.5 Fwd: 19.0 |
2.37 | 0.23 3.4 |
17.8% 14.9% |
$5.76 3.4% |
14.4% | 20.6% | EPS: +8.5% | Sales: +4.3% | 5.8 | 7.0 | 7.6 | N/A | 5.2 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.02 | P/B: 3.47 | EV/EBITDA: 13.3 P/FCF: 29.2 | EV/Sales: 3.09 πͺ Quality MetricsROA: 11.6% | ROIC: 14.2% | Gross Margin: 46.0% Quick Ratio: 1.88 | Cash/sh: $7.17 π° Free Cash Flow AnalysisFCF per Share: $5.76 | FCF Yield: 3.4% P/FCF: 29.2 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.4% | 5Y EPS CAGR: 20.6% EPS Growth: TTM +8.5% | Q/Q +16.6% Sales Growth: TTM +4.3% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.8 | Short Float: 2.8% Insider Own: 0.4% | Inst Own: 101.3% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CRM $228.15 Technology |
33.1 Fwd: 17.9 |
2.62 | 0.19 1.0 |
11.2% 16.9% |
$13.13 5.8% |
17.2% | 112.1% | EPS: +19.7% | Sales: +8.3% | 5.7 | 7.1 | 7.3 | N/A | 9.6 | 6.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.50 | P/B: 3.55 | EV/EBITDA: 15.4 P/FCF: 17.4 | EV/Sales: 5.41 πͺ Quality MetricsROA: 7.0% | ROIC: 9.2% | Gross Margin: 69.9% Quick Ratio: 1.04 | Cash/sh: $16.15 π° Free Cash Flow AnalysisFCF per Share: $13.13 | FCF Yield: 5.8% P/FCF: 17.4 | Total FCF: $12.50B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.2% | 5Y EPS CAGR: 112.1% EPS Growth: TTM +19.7% | Q/Q +33.6% Sales Growth: TTM +8.3% | Q/Q +9.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 39.1 | Short Float: 1.9% Insider Own: 2.6% | Inst Own: 82.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PLTR $165.77 Technology |
387.7 Fwd: 167.5 |
7.84 | 0.04 6.4 |
19.8% 28.1% |
$0.75 0.5% |
31.0% | N/A | EPS: +116.3% | Sales: +47.2% | 1.8 | 9.0 | 8.5 | N/A | 6.0 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 101.41 | P/B: 59.95 | EV/EBITDA: 444.1 P/FCF: 220.3 | EV/Sales: 99.84 πͺ Quality MetricsROA: 15.8% | ROIC: 16.2% | Gross Margin: 80.8% Quick Ratio: 6.43 | Cash/sh: $2.71 π° Free Cash Flow AnalysisFCF per Share: $0.75 | FCF Yield: 0.5% P/FCF: 220.3 | Total FCF: $1.79B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.0% | 5Y EPS CAGR: N/A EPS Growth: TTM +116.3% | Q/Q +216.8% Sales Growth: TTM +47.2% | Q/Q +62.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.52 | RSI: 43.3 | Short Float: 2.3% Insider Own: 8.5% | Inst Own: 54.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| AXP $363.97 Financial |
24.4 Fwd: 20.9 |
1.96 | 1.83 7.2 |
33.7% 13.2% |
$27.49 7.6% |
9.6% | 11.9% | EPS: +9.6% | Sales: +8.1% | 5.9 | 7.1 | 7.0 | N/A | 7.7 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.19 | P/B: 7.74 | EV/EBITDA: 11.1 P/FCF: 13.2 | EV/Sales: 3.25 πͺ Quality MetricsROA: 3.7% | ROIC: 11.5% | Gross Margin: 61.0% Quick Ratio: 7.15 | Cash/sh: $79.42 π° Free Cash Flow AnalysisFCF per Share: $27.49 | FCF Yield: 7.6% P/FCF: 13.2 | Total FCF: $18.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 11.9% EPS Growth: TTM +9.6% | Q/Q +18.6% Sales Growth: TTM +8.1% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 86.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BR $227.59 Technology |
29.1 Fwd: 22.2 |
2.99 | 1.32 0.9 |
38.2% 13.1% |
$11.03 4.8% |
8.1% | 12.4% | EPS: +35.0% | Sales: +8.6% | 5.9 | 7.1 | 6.9 | N/A | 3.3 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.77 | P/B: 10.08 | EV/EBITDA: 16.8 P/FCF: 20.6 | EV/Sales: 4.22 πͺ Quality MetricsROA: 11.3% | ROIC: 16.6% | Gross Margin: 31.3% Quick Ratio: 0.93 | Cash/sh: $2.50 π° Free Cash Flow AnalysisFCF per Share: $11.03 | FCF Yield: 4.8% P/FCF: 20.6 | Total FCF: $1.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.1% | 5Y EPS CAGR: 12.4% EPS Growth: TTM +35.0% | Q/Q +107.4% Sales Growth: TTM +8.6% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.2 | Short Float: 1.7% Insider Own: 0.5% | Inst Own: 93.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MCO $487.13 Financial |
39.2 Fwd: 29.9 |
2.91 | 1.86 1.8 |
57.1% 29.9% |
$13.44 2.8% |
8.0% | 8.7% | EPS: +13.6% | Sales: +8.8% | 4.2 | 8.3 | 6.7 | N/A | 9.3 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.59 | P/B: 21.96 | EV/EBITDA: 24.6 P/FCF: 36.2 | EV/Sales: 12.29 πͺ Quality MetricsROA: 14.4% | ROIC: 20.0% | Gross Margin: 67.4% Quick Ratio: 1.79 | Cash/sh: $12.66 π° Free Cash Flow AnalysisFCF per Share: $13.44 | FCF Yield: 2.8% P/FCF: 36.2 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 8.7% EPS Growth: TTM +13.6% | Q/Q +22.9% Sales Growth: TTM +8.8% | Q/Q +10.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 54.0 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 93.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| NOW $802.72 Technology |
97.1 Fwd: 39.3 |
4.69 | 0.21 1.0 |
16.8% 13.7% |
$19.03 2.4% |
26.0% | 16.6% | EPS: +28.7% | Sales: +21.1% | 3.2 | 8.1 | 8.5 | N/A | 9.4 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 13.18 | P/B: 14.74 | EV/EBITDA: 69.6 P/FCF: 42.2 | EV/Sales: 12.94 πͺ Quality MetricsROA: 8.6% | ROIC: 12.7% | Gross Margin: 78.0% Quick Ratio: 0.99 | Cash/sh: $26.06 π° Free Cash Flow AnalysisFCF per Share: $19.03 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $3.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +28.7% | Q/Q +15.7% Sales Growth: TTM +21.1% | Q/Q +21.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.98 | RSI: 31.5 | Short Float: 1.7% Insider Own: 0.4% | Inst Own: 89.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CMG $34.03 Consumer Cyclical |
30.0 Fwd: 28.1 |
3.57 | 1.55 1.5 |
45.0% 13.0% |
$1.19 3.5% |
15.2% | 35.1% | EPS: +5.3% | Sales: +7.3% | 4.3 | 7.1 | 9.0 | N/A | 9.0 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.82 | P/B: 14.00 | EV/EBITDA: 20.6 P/FCF: 28.6 | EV/Sales: 4.12 πͺ Quality MetricsROA: 16.8% | ROIC: 19.4% | Gross Margin: 22.7% Quick Ratio: 1.50 | Cash/sh: $1.07 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $1.57B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.2% | 5Y EPS CAGR: 35.1% EPS Growth: TTM +5.3% | Q/Q +1.2% Sales Growth: TTM +7.3% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 51.6 | Short Float: 2.3% Insider Own: 0.8% | Inst Own: 89.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CPAY $293.34 Technology |
19.9 Fwd: 11.8 |
1.33 | 1.99 1.1 |
29.4% 24.4% |
$16.34 5.6% |
8.4% | 7.0% | EPS: +4.5% | Sales: +11.3% | 8.5 | 5.9 | 5.6 | N/A | 2.7 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.76 | P/B: 5.04 | EV/EBITDA: 10.2 P/FCF: 17.9 | EV/Sales: 5.51 πͺ Quality MetricsROA: 5.6% | ROIC: 10.6% | Gross Margin: 72.3% Quick Ratio: 1.13 | Cash/sh: $70.25 π° Free Cash Flow AnalysisFCF per Share: $16.34 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $1.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 7.0% EPS Growth: TTM +4.5% | Q/Q +0.2% Sales Growth: TTM +11.3% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 59.7 | Short Float: 1.8% Insider Own: 3.6% | Inst Own: 94.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ONTO $140.47 Technology |
39.6 Fwd: 23.2 |
3.29 | 0.01 9.5 |
9.0% 17.5% |
$5.33 3.8% |
26.4% | 129.6% | EPS: -4.2% | Sales: +6.4% | 4.8 | 7.3 | 7.8 | N/A | 3.0 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.87 | P/B: 3.44 | EV/EBITDA: 21.5 P/FCF: 26.4 | EV/Sales: 5.90 πͺ Quality MetricsROA: 8.2% | ROIC: 8.7% | Gross Margin: 51.0% Quick Ratio: 7.89 | Cash/sh: $20.08 π° Free Cash Flow AnalysisFCF per Share: $5.33 | FCF Yield: 3.8% P/FCF: 26.4 | Total FCF: $0.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 26.4% | 5Y EPS CAGR: 129.6% EPS Growth: TTM -4.2% | Q/Q -46.2% Sales Growth: TTM +6.4% | Q/Q -13.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.47 | RSI: 58.3 | Short Float: 3.6% Insider Own: 0.8% | Inst Own: 99.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| WPM $106.76 Basic Materials |
48.5 Fwd: 32.2 |
1.33 | 0.00 8.1 |
13.1% 54.7% |
$1.53 1.4% |
8.3% | 43.3% | EPS: +64.1% | Sales: +50.3% | 6.1 | 7.0 | 6.6 | N/A | 0.0 | 6.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 26.48 | P/B: 5.99 | EV/EBITDA: 32.4 P/FCF: 69.8 | EV/Sales: 25.85 πͺ Quality MetricsROA: 12.7% | ROIC: 12.4% | Gross Margin: 68.5% Quick Ratio: 8.09 | Cash/sh: $2.55 π° Free Cash Flow AnalysisFCF per Share: $1.53 | FCF Yield: 1.4% P/FCF: 69.8 | Total FCF: $0.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.3% | 5Y EPS CAGR: 43.3% EPS Growth: TTM +64.1% | Q/Q +137.2% Sales Growth: TTM +50.3% | Q/Q +54.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.53 | RSI: 58.4 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 66.8% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HLT $285.77 Consumer Cyclical |
41.4 Fwd: 31.4 |
3.02 | N/A 0.7 |
N/A 14.2% |
$10.28 3.6% |
3.4% | 15.1% | EPS: +48.0% | Sales: +6.7% | 4.1 | 8.0 | 7.0 | N/A | 6.3 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.66 | P/B: N/A | EV/EBITDA: 28.3 P/FCF: 27.8 | EV/Sales: 6.62 πͺ Quality MetricsROA: 10.0% | ROIC: 22.6% | Gross Margin: 26.4% Quick Ratio: 0.66 | Cash/sh: $4.84 π° Free Cash Flow AnalysisFCF per Share: $10.28 | FCF Yield: 3.6% P/FCF: 27.8 | Total FCF: $2.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.4% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +48.0% | Q/Q +28.3% Sales Growth: TTM +6.7% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 68.6 | Short Float: 3.0% Insider Own: 2.1% | Inst Own: 100.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LOW $241.61 Consumer Cyclical |
20.0 Fwd: 18.6 |
3.59 | N/A 1.0 |
N/A 8.0% |
$12.57 5.2% |
3.0% | 17.4% | EPS: +0.6% | Sales: +0.6% | 4.9 | 7.3 | 7.3 | N/A | 3.8 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.61 | P/B: N/A | EV/EBITDA: 14.6 P/FCF: 19.2 | EV/Sales: 2.13 πͺ Quality MetricsROA: 13.8% | ROIC: 21.7% | Gross Margin: 31.4% Quick Ratio: 0.16 | Cash/sh: $1.84 π° Free Cash Flow AnalysisFCF per Share: $12.57 | FCF Yield: 5.2% P/FCF: 19.2 | Total FCF: $7.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.0% | 5Y EPS CAGR: 17.4% EPS Growth: TTM +0.6% | Q/Q -3.6% Sales Growth: TTM +0.6% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 56.7 | Short Float: 1.5% Insider Own: 0.1% | Inst Own: 79.3% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MSA $160.96 Industrials |
22.7 Fwd: 18.7 |
3.47 | 0.52 3.1 |
23.4% 15.0% |
$7.22 4.5% |
5.2% | 15.7% | EPS: +2.6% | Sales: +3.3% | 5.2 | 7.0 | 7.5 | N/A | 2.5 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.38 | P/B: 4.85 | EV/EBITDA: 14.4 P/FCF: 22.3 | EV/Sales: 3.65 πͺ Quality MetricsROA: 11.7% | ROIC: 14.2% | Gross Margin: 47.2% Quick Ratio: 1.86 | Cash/sh: $4.37 π° Free Cash Flow AnalysisFCF per Share: $7.22 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 15.7% EPS Growth: TTM +2.6% | Q/Q +5.0% Sales Growth: TTM +3.3% | Q/Q +8.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 51.4 | Short Float: 3.7% Insider Own: 6.2% | Inst Own: 90.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| FAST $40.30 Industrials |
37.8 Fwd: 33.1 |
3.81 | 0.13 4.3 |
32.7% 15.3% |
$0.84 2.1% |
7.2% | 7.8% | EPS: +6.0% | Sales: +6.9% | 3.8 | 8.4 | 6.4 | N/A | 8.0 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.79 | P/B: 11.88 | EV/EBITDA: 25.9 P/FCF: 47.9 | EV/Sales: 5.81 πͺ Quality MetricsROA: 24.9% | ROIC: 29.1% | Gross Margin: 43.0% Quick Ratio: 2.19 | Cash/sh: $0.25 π° Free Cash Flow AnalysisFCF per Share: $0.84 | FCF Yield: 2.1% P/FCF: 47.9 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.2% | 5Y EPS CAGR: 7.8% EPS Growth: TTM +6.0% | Q/Q +12.3% Sales Growth: TTM +6.9% | Q/Q +11.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 41.4 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 86.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| AMD $214.24 Technology |
105.9 Fwd: 33.4 |
2.39 | 0.06 2.3 |
5.3% 10.3% |
$3.35 1.6% |
30.8% | 26.9% | EPS: +80.5% | Sales: +31.8% | 6.1 | 6.4 | 7.6 | N/A | 8.7 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.89 | P/B: 5.74 | EV/EBITDA: 56.9 P/FCF: 64.0 | EV/Sales: 10.79 πͺ Quality MetricsROA: 4.3% | ROIC: 5.2% | Gross Margin: 44.3% Quick Ratio: 1.68 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.35 | FCF Yield: 1.6% P/FCF: 64.0 | Total FCF: $5.45B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 30.8% | 5Y EPS CAGR: 26.9% EPS Growth: TTM +80.5% | Q/Q +60.7% Sales Growth: TTM +31.8% | Q/Q +35.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.95 | RSI: 44.1 | Short Float: 2.5% Insider Own: 0.5% | Inst Own: 66.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| AVGO $397.57 Technology |
101.6 Fwd: 42.4 |
2.76 | 0.88 1.5 |
27.1% 31.6% |
$5.28 1.3% |
17.9% | 13.9% | EPS: +235.7% | Sales: +28.0% | 4.7 | 7.3 | 7.4 | N/A | 9.5 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 31.33 | P/B: 25.62 | EV/EBITDA: 59.0 P/FCF: 75.3 | EV/Sales: 32.22 πͺ Quality MetricsROA: 11.3% | ROIC: 13.9% | Gross Margin: 63.1% Quick Ratio: 1.37 | Cash/sh: $2.27 π° Free Cash Flow AnalysisFCF per Share: $5.28 | FCF Yield: 1.3% P/FCF: 75.3 | Total FCF: $24.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +235.7% | Q/Q +311.8% Sales Growth: TTM +28.0% | Q/Q +22.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 66.9 | Short Float: 1.2% Insider Own: 1.9% | Inst Own: 77.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CMI $497.11 Industrials |
25.8 Fwd: 19.2 |
2.01 | 0.68 1.8 |
23.8% 7.9% |
$16.50 3.3% |
7.7% | 14.4% | EPS: +27.4% | Sales: -1.8% | 7.0 | 6.3 | 6.4 | N/A | 1.6 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.04 | P/B: 5.69 | EV/EBITDA: 14.9 P/FCF: 30.1 | EV/Sales: 2.22 πͺ Quality MetricsROA: 8.1% | ROIC: 13.8% | Gross Margin: 25.2% Quick Ratio: 1.11 | Cash/sh: $22.89 π° Free Cash Flow AnalysisFCF per Share: $16.50 | FCF Yield: 3.3% P/FCF: 30.1 | Total FCF: $2.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 14.4% EPS Growth: TTM +27.4% | Q/Q -34.1% Sales Growth: TTM -1.8% | Q/Q -1.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.09 | RSI: 68.7 | Short Float: 1.1% Insider Own: 0.3% | Inst Own: 86.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| CPRT $38.75 Industrials |
23.8 Fwd: 21.4 |
4.27 | 0.01 7.8 |
18.2% 34.2% |
$1.46 3.8% |
16.1% | 16.7% | EPS: +13.9% | Sales: +6.7% | 3.6 | 7.7 | 8.0 | N/A | 8.0 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.06 | P/B: 3.91 | EV/EBITDA: 16.7 P/FCF: 26.5 | EV/Sales: 6.96 πͺ Quality MetricsROA: 16.4% | ROIC: 16.5% | Gross Margin: 45.1% Quick Ratio: 7.74 | Cash/sh: $5.42 π° Free Cash Flow AnalysisFCF per Share: $1.46 | FCF Yield: 3.8% P/FCF: 26.5 | Total FCF: $1.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.1% | 5Y EPS CAGR: 16.7% EPS Growth: TTM +13.9% | Q/Q +11.4% Sales Growth: TTM +6.7% | Q/Q +0.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 26.2 | Short Float: 3.3% Insider Own: 8.6% | Inst Own: 83.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| PANW $185.35 Technology |
117.6 Fwd: 42.7 |
8.46 | 0.04 0.9 |
15.3% 11.7% |
$5.30 2.9% |
22.0% | N/A | EPS: -60.7% | Sales: +15.3% | 3.2 | 8.4 | 7.0 | N/A | 9.5 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 13.52 | P/B: 14.80 | EV/EBITDA: 63.5 P/FCF: 35.0 | EV/Sales: 13.11 πͺ Quality MetricsROA: 5.1% | ROIC: 12.4% | Gross Margin: 73.5% Quick Ratio: 0.93 | Cash/sh: $6.05 π° Free Cash Flow AnalysisFCF per Share: $5.30 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.7% | Q/Q -4.8% Sales Growth: TTM +15.3% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.80 | RSI: 28.9 | Short Float: 6.3% Insider Own: 0.9% | Inst Own: 81.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PH $861.49 Industrials |
30.7 Fwd: 26.1 |
3.28 | 0.75 1.1 |
27.3% 18.2% |
$26.83 3.1% |
7.7% | 23.9% | EPS: +26.7% | Sales: +0.2% | 4.3 | 7.3 | 7.8 | N/A | 6.0 | 6.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.43 | P/B: 7.89 | EV/EBITDA: 23.1 P/FCF: 32.1 | EV/Sales: 5.92 πͺ Quality MetricsROA: 12.1% | ROIC: 17.1% | Gross Margin: 37.2% Quick Ratio: 0.61 | Cash/sh: $3.75 π° Free Cash Flow AnalysisFCF per Share: $26.83 | FCF Yield: 3.1% P/FCF: 32.1 | Total FCF: $3.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 23.9% EPS Growth: TTM +26.7% | Q/Q +17.7% Sales Growth: TTM +0.2% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 70.5 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 89.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| PODD $326.80 Healthcare |
94.8 Fwd: 52.5 |
2.75 | 0.75 2.8 |
19.7% 9.8% |
$6.02 1.8% |
22.9% | 98.8% | EPS: -41.7% | Sales: +27.1% | 4.2 | 7.0 | 8.7 | N/A | 8.1 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.12 | P/B: 16.61 | EV/EBITDA: 43.0 P/FCF: 54.3 | EV/Sales: 9.22 πͺ Quality MetricsROA: 8.1% | ROIC: 10.6% | Gross Margin: 72.1% Quick Ratio: 2.14 | Cash/sh: $10.77 π° Free Cash Flow AnalysisFCF per Share: $6.02 | FCF Yield: 1.8% P/FCF: 54.3 | Total FCF: $0.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 22.9% | 5Y EPS CAGR: 98.8% EPS Growth: TTM -41.7% | Q/Q +14.9% Sales Growth: TTM +27.1% | Q/Q +29.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 50.2 | Short Float: 2.5% Insider Own: 0.4% | Inst Own: 100.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LMAT $83.37 Healthcare |
35.9 Fwd: 32.3 |
2.65 | 0.49 13.2 |
15.0% 22.1% |
$2.92 3.5% |
13.4% | 17.0% | EPS: +28.0% | Sales: +13.1% | 5.2 | 6.8 | 7.6 | N/A | 3.5 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.85 | P/B: 4.99 | EV/EBITDA: 24.0 P/FCF: 28.6 | EV/Sales: 7.20 πͺ Quality MetricsROA: 10.9% | ROIC: 9.5% | Gross Margin: 69.2% Quick Ratio: 11.45 | Cash/sh: $15.12 π° Free Cash Flow AnalysisFCF per Share: $2.92 | FCF Yield: 3.5% P/FCF: 28.6 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 17.0% EPS Growth: TTM +28.0% | Q/Q +54.3% Sales Growth: TTM +13.1% | Q/Q +11.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 38.7 | Short Float: 5.6% Insider Own: 8.1% | Inst Own: 92.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| COST $908.26 Consumer Defensive |
49.9 Fwd: 41.1 |
4.71 | 0.34 1.0 |
30.7% 2.9% |
$17.68 1.9% |
10.5% | 15.1% | EPS: +9.9% | Sales: +8.2% | 2.9 | 7.5 | 9.1 | N/A | 9.8 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.46 | P/B: 13.80 | EV/EBITDA: 31.0 P/FCF: 51.4 | EV/Sales: 1.44 πͺ Quality MetricsROA: 11.0% | ROIC: 20.9% | Gross Margin: 12.8% Quick Ratio: 0.55 | Cash/sh: $34.49 π° Free Cash Flow AnalysisFCF per Share: $17.68 | FCF Yield: 1.9% P/FCF: 51.4 | Total FCF: $7.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 15.1% EPS Growth: TTM +9.9% | Q/Q +10.9% Sales Growth: TTM +8.2% | Q/Q +8.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.00 | RSI: 47.3 | Short Float: 1.6% Insider Own: 0.2% | Inst Own: 69.4% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PAYX $111.41 Technology |
25.0 Fwd: 18.9 |
3.23 | 1.26 1.3 |
41.3% 27.9% |
$5.04 4.5% |
6.6% | 8.5% | EPS: -5.0% | Sales: +9.1% | 5.0 | 7.6 | 5.9 | N/A | 8.2 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.92 | P/B: 10.10 | EV/EBITDA: 15.9 P/FCF: 22.1 | EV/Sales: 7.49 πͺ Quality MetricsROA: 11.9% | ROIC: 18.8% | Gross Margin: 72.8% Quick Ratio: 1.27 | Cash/sh: $4.78 π° Free Cash Flow AnalysisFCF per Share: $5.04 | FCF Yield: 4.5% P/FCF: 22.1 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 8.5% EPS Growth: TTM -5.0% | Q/Q -10.2% Sales Growth: TTM +9.1% | Q/Q +16.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 38.5 | Short Float: 4.8% Insider Own: 10.4% | Inst Own: 78.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| QCOM $165.14 Technology |
33.8 Fwd: 13.1 |
14.43 | 0.74 2.8 |
23.3% 12.5% |
$11.97 7.2% |
13.5% | 2.1% | EPS: -45.4% | Sales: +13.7% | 4.1 | 7.8 | 6.5 | N/A | 3.4 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.99 | P/B: 8.36 | EV/EBITDA: 12.9 P/FCF: 13.8 | EV/Sales: 4.07 πͺ Quality MetricsROA: 10.5% | ROIC: 15.1% | Gross Margin: 55.4% Quick Ratio: 1.94 | Cash/sh: $11.65 π° Free Cash Flow AnalysisFCF per Share: $11.97 | FCF Yield: 7.2% P/FCF: 13.8 | Total FCF: $12.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.5% | 5Y EPS CAGR: 2.1% EPS Growth: TTM -45.4% | Q/Q -211.8% Sales Growth: TTM +13.7% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.22 | RSI: 45.4 | Short Float: 2.4% Insider Own: 0.1% | Inst Own: 83.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| TXRH $176.71 Consumer Cyclical |
27.0 Fwd: 26.6 |
3.26 | 0.64 0.4 |
31.6% 7.5% |
$5.15 2.9% |
14.3% | 21.3% | EPS: +12.4% | Sales: +14.4% | 4.8 | 6.7 | 8.1 | N/A | 7.4 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.00 | P/B: 8.01 | EV/EBITDA: 16.8 P/FCF: 34.3 | EV/Sales: 2.15 πͺ Quality MetricsROA: 14.1% | ROIC: 18.5% | Gross Margin: 13.3% Quick Ratio: 0.30 | Cash/sh: $1.64 π° Free Cash Flow AnalysisFCF per Share: $5.15 | FCF Yield: 2.9% P/FCF: 34.3 | Total FCF: $0.34B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 21.3% EPS Growth: TTM +12.4% | Q/Q -0.8% Sales Growth: TTM +14.4% | Q/Q +12.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 60.5 | Short Float: 3.9% Insider Own: 0.6% | Inst Own: 95.6% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| A $154.37 Healthcare |
33.8 Fwd: 23.6 |
3.69 | 0.50 2.0 |
20.6% 18.8% |
$4.06 2.6% |
5.4% | 14.7% | EPS: +3.3% | Sales: +6.7% | 4.9 | 7.3 | 6.4 | N/A | 1.9 | 6.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.30 | P/B: 6.48 | EV/EBITDA: 24.4 P/FCF: 38.0 | EV/Sales: 6.52 πͺ Quality MetricsROA: 10.6% | ROIC: 13.3% | Gross Margin: 56.1% Quick Ratio: 1.52 | Cash/sh: $6.31 π° Free Cash Flow AnalysisFCF per Share: $4.06 | FCF Yield: 2.6% P/FCF: 38.0 | Total FCF: $1.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 14.7% EPS Growth: TTM +3.3% | Q/Q +25.1% Sales Growth: TTM +6.7% | Q/Q +9.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 64.6 | Short Float: 1.3% Insider Own: 0.5% | Inst Own: 91.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AMZN $229.16 Consumer Cyclical |
32.4 Fwd: 29.1 |
1.58 | 0.41 1.0 |
24.3% 11.1% |
$0.99 0.4% |
17.9% | 36.9% | EPS: +50.7% | Sales: +11.5% | 7.0 | 5.2 | 8.0 | N/A | 9.2 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.54 | P/B: 6.63 | EV/EBITDA: 17.7 P/FCF: 232.0 | EV/Sales: 3.62 πͺ Quality MetricsROA: 11.7% | ROIC: 15.1% | Gross Margin: 50.0% Quick Ratio: 0.80 | Cash/sh: $9.14 π° Free Cash Flow AnalysisFCF per Share: $0.99 | FCF Yield: 0.4% P/FCF: 232.0 | Total FCF: $10.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.9% | 5Y EPS CAGR: 36.9% EPS Growth: TTM +50.7% | Q/Q +36.8% Sales Growth: TTM +11.5% | Q/Q +13.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.38 | RSI: 48.6 | Short Float: 0.7% Insider Own: 9.4% | Inst Own: 65.7% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ISRG $574.23 Healthcare |
76.0 Fwd: 59.3 |
5.08 | 0.00 4.7 |
16.9% 28.6% |
$6.41 1.1% |
13.3% | 10.8% | EPS: +21.4% | Sales: +22.2% | 2.4 | 8.4 | 7.1 | N/A | 7.0 | 5.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 21.18 | P/B: 12.04 | EV/EBITDA: 58.5 P/FCF: 89.6 | EV/Sales: 20.68 πͺ Quality MetricsROA: 14.8% | ROIC: 16.2% | Gross Margin: 66.4% Quick Ratio: 3.74 | Cash/sh: $13.85 π° Free Cash Flow AnalysisFCF per Share: $6.41 | FCF Yield: 1.1% P/FCF: 89.6 | Total FCF: $2.27B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.3% | 5Y EPS CAGR: 10.8% EPS Growth: TTM +21.4% | Q/Q +25.0% Sales Growth: TTM +22.2% | Q/Q +22.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.67 | RSI: 64.4 | Short Float: 2.1% Insider Own: 0.6% | Inst Own: 85.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AME $196.28 Industrials |
31.0 Fwd: 24.6 |
3.90 | 0.26 1.2 |
14.6% 20.5% |
$7.13 3.6% |
6.1% | 9.6% | EPS: +10.4% | Sales: +3.7% | 4.4 | 7.5 | 6.3 | N/A | 1.0 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.31 | P/B: 4.29 | EV/EBITDA: 20.7 P/FCF: 27.5 | EV/Sales: 6.63 πͺ Quality MetricsROA: 9.5% | ROIC: 12.1% | Gross Margin: 40.2% Quick Ratio: 0.72 | Cash/sh: $1.91 π° Free Cash Flow AnalysisFCF per Share: $7.13 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $1.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.1% | 5Y EPS CAGR: 9.6% EPS Growth: TTM +10.4% | Q/Q +9.4% Sales Growth: TTM +3.7% | Q/Q +10.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.05 | RSI: 56.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 89.6% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| VRSN $252.67 Technology |
29.4 Fwd: 25.7 |
3.43 | N/A 0.5 |
N/A 49.9% |
$10.84 4.3% |
4.8% | 9.2% | EPS: -0.0% | Sales: +5.5% | 4.8 | 7.7 | 5.0 | N/A | 1.2 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.40 | P/B: N/A | EV/EBITDA: 21.7 P/FCF: 23.3 | EV/Sales: 15.12 πͺ Quality MetricsROA: 56.6% | ROIC: N/A | Gross Margin: 88.0% Quick Ratio: 0.53 | Cash/sh: $6.66 π° Free Cash Flow AnalysisFCF per Share: $10.84 | FCF Yield: 4.3% P/FCF: 23.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.8% | 5Y EPS CAGR: 9.2% EPS Growth: TTM -0.0% | Q/Q +9.9% Sales Growth: TTM +5.5% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 51.3 | Short Float: 2.5% Insider Own: 0.9% | Inst Own: 96.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ORLY $101.51 Consumer Cyclical |
35.2 Fwd: 30.6 |
3.36 | N/A 0.8 |
N/A 14.2% |
$1.85 1.8% |
10.5% | 17.9% | EPS: +7.0% | Sales: +6.2% | 4.0 | 7.2 | 7.1 | N/A | 9.0 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.91 | P/B: N/A | EV/EBITDA: 24.3 P/FCF: 54.8 | EV/Sales: 5.38 πͺ Quality MetricsROA: 16.1% | ROIC: 35.1% | Gross Margin: 51.5% Quick Ratio: 0.11 | Cash/sh: $0.24 π° Free Cash Flow AnalysisFCF per Share: $1.85 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 17.9% EPS Growth: TTM +7.0% | Q/Q +11.9% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.61 | RSI: 59.1 | Short Float: 1.5% Insider Own: 0.8% | Inst Own: 86.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| WST $277.14 Healthcare |
41.0 Fwd: 35.6 |
4.44 | 0.10 2.9 |
16.9% 16.3% |
$5.27 1.9% |
9.4% | 15.8% | EPS: -0.3% | Sales: +4.9% | 3.4 | 7.6 | 7.0 | N/A | 3.1 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.61 | P/B: 6.53 | EV/EBITDA: 24.6 P/FCF: 52.6 | EV/Sales: 6.50 πͺ Quality MetricsROA: 12.6% | ROIC: 14.8% | Gross Margin: 35.6% Quick Ratio: 2.18 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $5.27 | FCF Yield: 1.9% P/FCF: 52.6 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.4% | 5Y EPS CAGR: 15.8% EPS Growth: TTM -0.3% | Q/Q +4.1% Sales Growth: TTM +4.9% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 54.5 | Short Float: 2.6% Insider Own: 0.6% | Inst Own: 97.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| SBUX $86.70 Consumer Cyclical |
53.2 Fwd: 28.7 |
2.96 | N/A 0.7 |
N/A 5.0% |
$2.15 2.5% |
9.6% | 15.7% | EPS: -50.7% | Sales: +2.8% | 5.3 | 6.4 | 7.0 | N/A | 8.8 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.65 | P/B: N/A | EV/EBITDA: 23.3 P/FCF: 40.4 | EV/Sales: 3.28 πͺ Quality MetricsROA: 5.9% | ROIC: 12.0% | Gross Margin: 16.4% Quick Ratio: 0.51 | Cash/sh: $3.05 π° Free Cash Flow AnalysisFCF per Share: $2.15 | FCF Yield: 2.5% P/FCF: 40.4 | Total FCF: $2.44B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.6% | 5Y EPS CAGR: 15.7% EPS Growth: TTM -50.7% | Q/Q -85.4% Sales Growth: TTM +2.8% | Q/Q +5.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 56.4 | Short Float: 4.0% Insider Own: 0.2% | Inst Own: 84.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TJX $153.13 Consumer Cyclical |
33.8 Fwd: 29.7 |
3.23 | 1.41 1.1 |
58.4% 8.7% |
$3.97 2.6% |
6.2% | 9.8% | EPS: +5.8% | Sales: +4.5% | 4.3 | 7.3 | 6.3 | N/A | 2.9 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.89 | P/B: 19.22 | EV/EBITDA: 22.6 P/FCF: 38.6 | EV/Sales: 3.03 πͺ Quality MetricsROA: 15.1% | ROIC: 25.8% | Gross Margin: 32.5% Quick Ratio: 0.43 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $3.97 | FCF Yield: 2.6% P/FCF: 38.6 | Total FCF: $4.42B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.2% | 5Y EPS CAGR: 9.8% EPS Growth: TTM +5.8% | Q/Q +12.7% Sales Growth: TTM +4.5% | Q/Q +7.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 68.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 92.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BLDR $111.75 Industrials |
21.3 Fwd: 17.2 |
N/A | 1.18 1.8 |
13.6% 3.8% |
$9.23 8.3% |
17.6% | 36.7% | EPS: -48.8% | Sales: -6.4% | 6.7 | 5.3 | 7.6 | N/A | 3.8 | 5.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.79 | P/B: 2.86 | EV/EBITDA: 10.7 P/FCF: 12.1 | EV/Sales: 1.10 πͺ Quality MetricsROA: 5.3% | ROIC: 6.4% | Gross Margin: 31.0% Quick Ratio: 1.15 | Cash/sh: $2.68 π° Free Cash Flow AnalysisFCF per Share: $9.23 | FCF Yield: 8.3% P/FCF: 12.1 | Total FCF: $1.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.6% | 5Y EPS CAGR: 36.7% EPS Growth: TTM -48.8% | Q/Q -54.7% Sales Growth: TTM -6.4% | Q/Q -6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 53.5 | Short Float: 5.2% Insider Own: 2.9% | Inst Own: 103.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| GDDY $127.05 Technology |
21.9 Fwd: 17.7 |
2.03 | 42.17 0.6 |
369.4% 17.0% |
$11.38 9.0% |
8.9% | 53.6% | EPS: -55.1% | Sales: +8.8% | 7.1 | 4.8 | 8.0 | N/A | 5.5 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.53 | P/B: 187.50 | EV/EBITDA: 16.7 P/FCF: 11.2 | EV/Sales: 4.13 πͺ Quality MetricsROA: 10.4% | ROIC: 21.1% | Gross Margin: 59.7% Quick Ratio: 0.57 | Cash/sh: $6.84 π° Free Cash Flow AnalysisFCF per Share: $11.38 | FCF Yield: 9.0% P/FCF: 11.2 | Total FCF: $1.54B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.9% | 5Y EPS CAGR: 53.6% EPS Growth: TTM -55.1% | Q/Q +14.5% Sales Growth: TTM +8.8% | Q/Q +10.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.95 | RSI: 42.9 | Short Float: 4.1% Insider Own: 0.7% | Inst Own: 102.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ROST $177.69 Consumer Cyclical |
27.8 Fwd: 25.0 |
4.10 | 0.88 1.5 |
37.4% 9.5% |
$6.04 3.4% |
5.7% | 6.5% | EPS: +0.7% | Sales: +3.7% | 3.9 | 7.5 | 6.5 | N/A | 3.2 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.62 | P/B: 10.09 | EV/EBITDA: 18.9 P/FCF: 29.4 | EV/Sales: 2.67 πͺ Quality MetricsROA: 13.8% | ROIC: 21.2% | Gross Margin: 29.2% Quick Ratio: 0.90 | Cash/sh: $12.54 π° Free Cash Flow AnalysisFCF per Share: $6.04 | FCF Yield: 3.4% P/FCF: 29.4 | Total FCF: $1.96B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.5% EPS Growth: TTM +0.7% | Q/Q +6.7% Sales Growth: TTM +3.7% | Q/Q +10.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 81.2 | Short Float: 2.1% Insider Own: 2.2% | Inst Own: 91.0% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CHWY $34.22 Consumer Cyclical |
96.6 Fwd: 44.4 |
31.55 | 1.36 0.8 |
34.5% 1.2% |
$1.12 3.3% |
19.6% | N/A | EPS: -56.8% | Sales: +9.0% | 3.2 | 7.2 | 7.9 | N/A | 7.3 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.15 | P/B: 36.38 | EV/EBITDA: 49.8 P/FCF: 30.7 | EV/Sales: 1.14 πͺ Quality MetricsROA: 4.9% | ROIC: 17.1% | Gross Margin: 28.5% Quick Ratio: 0.41 | Cash/sh: $1.43 π° Free Cash Flow AnalysisFCF per Share: $1.12 | FCF Yield: 3.3% P/FCF: 30.7 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 19.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -56.8% | Q/Q -78.8% Sales Growth: TTM +9.0% | Q/Q +8.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 49.0 | Short Float: 5.8% Insider Own: 46.7% | Inst Own: 52.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CDNS $306.35 Technology |
79.0 Fwd: 38.1 |
4.96 | 0.48 3.0 |
21.7% 20.4% |
$5.43 1.8% |
14.7% | 1.8% | EPS: +1.6% | Sales: +19.7% | 3.2 | 7.8 | 6.7 | N/A | 8.9 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 16.00 | P/B: 16.04 | EV/EBITDA: 44.2 P/FCF: 56.4 | EV/Sales: 15.94 πͺ Quality MetricsROA: 11.3% | ROIC: 13.8% | Gross Margin: 84.8% Quick Ratio: 2.84 | Cash/sh: $10.11 π° Free Cash Flow AnalysisFCF per Share: $5.43 | FCF Yield: 1.8% P/FCF: 56.4 | Total FCF: $1.48B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.7% | 5Y EPS CAGR: 1.8% EPS Growth: TTM +1.6% | Q/Q +20.6% Sales Growth: TTM +19.7% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 36.8 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 88.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CROX $85.46 Consumer Cyclical |
27.9 Fwd: 7.1 |
N/A | 1.25 1.4 |
11.8% 4.5% |
$13.81 16.2% |
27.2% | 57.0% | EPS: -77.3% | Sales: +0.0% | 6.7 | 5.2 | 7.5 | N/A | 9.1 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.09 | P/B: 3.28 | EV/EBITDA: 5.9 P/FCF: 6.2 | EV/Sales: 1.47 πͺ Quality MetricsROA: 4.0% | ROIC: 6.1% | Gross Margin: 59.1% Quick Ratio: 0.83 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $13.81 | FCF Yield: 16.2% P/FCF: 6.2 | Total FCF: $0.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 27.2% | 5Y EPS CAGR: 57.0% EPS Growth: TTM -77.3% | Q/Q -19.6% Sales Growth: TTM +0.0% | Q/Q -6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.53 | RSI: 61.8 | Short Float: 13.7% Insider Own: 3.2% | Inst Own: 97.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EPAM $184.69 Technology |
28.2 Fwd: 14.8 |
3.22 | 0.04 3.0 |
10.2% 7.0% |
$8.31 4.5% |
15.6% | 11.6% | EPS: -15.5% | Sales: +14.3% | 5.0 | 6.9 | 6.0 | N/A | 5.5 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.93 | P/B: 2.74 | EV/EBITDA: 13.6 P/FCF: 22.2 | EV/Sales: 1.72 πͺ Quality MetricsROA: 8.0% | ROIC: 9.7% | Gross Margin: 26.5% Quick Ratio: 3.02 | Cash/sh: $22.44 π° Free Cash Flow AnalysisFCF per Share: $8.31 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $0.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.6% | 5Y EPS CAGR: 11.6% EPS Growth: TTM -15.5% | Q/Q -19.4% Sales Growth: TTM +14.3% | Q/Q +19.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 68.9 | Short Float: 5.3% Insider Own: 3.8% | Inst Own: 97.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| BRO $80.45 Financial |
24.1 Fwd: 17.2 |
2.31 | 0.65 1.2 |
10.5% 18.0% |
$3.81 4.7% |
15.1% | 19.7% | EPS: -9.3% | Sales: +17.9% | 5.9 | 5.8 | 7.1 | N/A | 8.1 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.01 | P/B: 2.19 | EV/EBITDA: 18.2 P/FCF: 21.1 | EV/Sales: 6.27 πͺ Quality MetricsROA: 4.2% | ROIC: 4.9% | Gross Margin: 94.7% Quick Ratio: 1.18 | Cash/sh: $3.49 π° Free Cash Flow AnalysisFCF per Share: $3.81 | FCF Yield: 4.7% P/FCF: 21.1 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.1% | 5Y EPS CAGR: 19.7% EPS Growth: TTM -9.3% | Q/Q -16.7% Sales Growth: TTM +17.9% | Q/Q +35.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 43.3 | Short Float: 3.6% Insider Own: 14.8% | Inst Own: 79.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| SNA $340.56 Industrials |
17.9 Fwd: 16.7 |
5.20 | 0.22 4.4 |
18.0% 19.8% |
$19.74 5.8% |
4.7% | 9.5% | EPS: -1.9% | Sales: +0.2% | 4.0 | 7.5 | 5.9 | N/A | 2.0 | 5.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.46 | P/B: 3.04 | EV/EBITDA: 12.3 P/FCF: 17.2 | EV/Sales: 3.42 πͺ Quality MetricsROA: 12.4% | ROIC: 14.3% | Gross Margin: 51.8% Quick Ratio: 3.37 | Cash/sh: $29.50 π° Free Cash Flow AnalysisFCF per Share: $19.74 | FCF Yield: 5.8% P/FCF: 17.2 | Total FCF: $1.03B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 9.5% EPS Growth: TTM -1.9% | Q/Q +6.7% Sales Growth: TTM +0.2% | Q/Q +3.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.77 | RSI: 54.6 | Short Float: 4.5% Insider Own: 2.2% | Inst Own: 95.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| SHOP $159.34 Technology |
116.7 Fwd: 87.8 |
5.48 | 0.09 3.9 |
15.7% 16.6% |
$1.45 0.9% |
41.3% | N/A | EPS: +27.9% | Sales: +30.2% | 2.0 | 7.8 | 7.8 | N/A | 4.3 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 19.39 | P/B: 16.57 | EV/EBITDA: 117.3 P/FCF: 109.5 | EV/Sales: 18.90 πͺ Quality MetricsROA: 13.0% | ROIC: 14.0% | Gross Margin: 48.6% Quick Ratio: 3.93 | Cash/sh: $4.88 π° Free Cash Flow AnalysisFCF per Share: $1.45 | FCF Yield: 0.9% P/FCF: 109.5 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 41.3% | 5Y EPS CAGR: N/A EPS Growth: TTM +27.9% | Q/Q -68.4% Sales Growth: TTM +30.2% | Q/Q +31.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 2.83 | RSI: 54.5 | Short Float: 1.4% Insider Own: 6.4% | Inst Own: 66.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MAR $304.65 Consumer Cyclical |
32.2 Fwd: 26.9 |
3.04 | N/A 0.5 |
N/A 10.1% |
$7.18 2.4% |
3.7% | 17.0% | EPS: -1.1% | Sales: +4.7% | 4.9 | 6.4 | 6.9 | N/A | 2.5 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.15 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.4 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.7% | ROIC: 21.4% | Gross Margin: 19.9% Quick Ratio: 0.47 | Cash/sh: $2.53 π° Free Cash Flow AnalysisFCF per Share: $7.18 | FCF Yield: 2.4% P/FCF: 42.4 | Total FCF: $1.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.7% | 5Y EPS CAGR: 17.0% EPS Growth: TTM -1.1% | Q/Q +29.2% Sales Growth: TTM +4.7% | Q/Q +3.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 73.0 | Short Float: 3.9% Insider Own: 17.7% | Inst Own: 62.9% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| WING $259.08 Consumer Cyclical |
42.3 Fwd: 54.3 |
2.36 | N/A 4.0 |
N/A 25.5% |
$2.25 0.9% |
25.7% | 39.9% | EPS: +79.0% | Sales: +15.6% | 5.0 | 5.8 | 8.0 | N/A | 7.4 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.54 | P/B: N/A | EV/EBITDA: 38.8 P/FCF: 115.1 | EV/Sales: 11.98 πͺ Quality MetricsROA: 28.9% | ROIC: 30.9% | Gross Margin: 82.5% Quick Ratio: 4.05 | Cash/sh: $10.30 π° Free Cash Flow AnalysisFCF per Share: $2.25 | FCF Yield: 0.9% P/FCF: 115.1 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.7% | 5Y EPS CAGR: 39.9% EPS Growth: TTM +79.0% | Q/Q +16.2% Sales Growth: TTM +15.6% | Q/Q +8.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.73 | RSI: 58.4 | Short Float: 13.7% Insider Own: 0.6% | Inst Own: 124.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TXN $165.35 Technology |
30.2 Fwd: 27.2 |
2.44 | 0.84 4.5 |
29.6% 29.1% |
$2.29 1.4% |
1.7% | -0.2% | EPS: +1.6% | Sales: +9.9% | 6.3 | 6.3 | 5.0 | N/A | 0.6 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.70 | P/B: 9.04 | EV/EBITDA: 20.2 P/FCF: 72.2 | EV/Sales: 9.21 πͺ Quality MetricsROA: 14.3% | ROIC: 16.6% | Gross Margin: 57.5% Quick Ratio: 2.90 | Cash/sh: $5.71 π° Free Cash Flow AnalysisFCF per Share: $2.29 | FCF Yield: 1.4% P/FCF: 72.2 | Total FCF: $2.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -0.2% EPS Growth: TTM +1.6% | Q/Q +0.7% Sales Growth: TTM +9.9% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 52.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 87.6% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| OSIS $271.56 Technology |
30.8 Fwd: 23.9 |
2.75 | 0.77 1.9 |
17.6% 8.7% |
$6.54 2.4% |
8.0% | 16.6% | EPS: +15.7% | Sales: +9.4% | 5.9 | 6.0 | 6.3 | N/A | 4.7 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.63 | P/B: 4.87 | EV/EBITDA: 18.7 P/FCF: 41.5 | EV/Sales: 2.97 πͺ Quality MetricsROA: 6.9% | ROIC: 10.9% | Gross Margin: 31.2% Quick Ratio: 1.29 | Cash/sh: $7.33 π° Free Cash Flow AnalysisFCF per Share: $6.54 | FCF Yield: 2.4% P/FCF: 41.5 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 16.6% EPS Growth: TTM +15.7% | Q/Q +11.9% Sales Growth: TTM +9.4% | Q/Q +11.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 56.0 | Short Float: 11.9% Insider Own: 6.2% | Inst Own: 112.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ETN $341.69 Industrials |
34.2 Fwd: 24.8 |
2.67 | 0.60 1.3 |
20.7% 14.7% |
$8.55 2.5% |
3.1% | 12.6% | EPS: +6.2% | Sales: +8.2% | 5.0 | 6.4 | 6.4 | N/A | 1.3 | 5.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.98 | P/B: 7.04 | EV/EBITDA: 22.6 P/FCF: 40.0 | EV/Sales: 5.38 πͺ Quality MetricsROA: 9.8% | ROIC: 13.9% | Gross Margin: 38.1% Quick Ratio: 0.79 | Cash/sh: $1.45 π° Free Cash Flow AnalysisFCF per Share: $8.55 | FCF Yield: 2.5% P/FCF: 40.0 | Total FCF: $3.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.1% | 5Y EPS CAGR: 12.6% EPS Growth: TTM +6.2% | Q/Q +2.4% Sales Growth: TTM +8.2% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 41.1 | Short Float: 1.9% Insider Own: 0.2% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| SPGI $495.61 Financial |
36.0 Fwd: 25.0 |
2.97 | 0.36 1.0 |
12.6% 28.1% |
$18.04 3.6% |
16.2% | 7.5% | EPS: +21.4% | Sales: +9.0% | 4.2 | 6.9 | 6.5 | N/A | 9.3 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.00 | P/B: 4.54 | EV/EBITDA: 21.9 P/FCF: 27.5 | EV/Sales: 10.99 πͺ Quality MetricsROA: 7.0% | ROIC: 9.4% | Gross Margin: 62.1% Quick Ratio: 0.97 | Cash/sh: $5.52 π° Free Cash Flow AnalysisFCF per Share: $18.04 | FCF Yield: 3.6% P/FCF: 27.5 | Total FCF: $5.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.2% | 5Y EPS CAGR: 7.5% EPS Growth: TTM +21.4% | Q/Q +23.9% Sales Growth: TTM +9.0% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 52.3 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 89.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| JPM $307.64 Financial |
15.2 Fwd: 14.5 |
1.90 | 3.06 1.1 |
16.4% 20.4% |
$16.86 5.5% |
14.5% | 13.0% | EPS: +12.3% | Sales: +1.9% | 6.6 | 5.4 | 6.4 | N/A | 3.7 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.02 | P/B: 2.46 | EV/EBITDA: N/A P/FCF: 18.2 | EV/Sales: N/A πͺ Quality MetricsROA: 1.3% | ROIC: 6.9% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $16.86 | FCF Yield: 5.5% P/FCF: 18.2 | Total FCF: $45.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 13.0% EPS Growth: TTM +12.3% | Q/Q +16.0% Sales Growth: TTM +1.9% | Q/Q +4.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.08 | RSI: 52.9 | Short Float: 0.9% Insider Own: 0.4% | Inst Own: 74.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| MHO $139.56 Consumer Cyclical |
8.2 Fwd: 9.0 |
N/A | 0.31 7.7 |
15.8% 10.6% |
$9.04 6.5% |
12.5% | 34.5% | EPS: -9.3% | Sales: +4.8% | 6.6 | 5.0 | 7.1 | N/A | 4.3 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.82 | P/B: 1.16 | EV/EBITDA: 6.4 P/FCF: 15.4 | EV/Sales: 0.87 πͺ Quality MetricsROA: 10.2% | ROIC: 12.1% | Gross Margin: 24.8% Quick Ratio: 1.71 | Cash/sh: $28.08 π° Free Cash Flow AnalysisFCF per Share: $9.04 | FCF Yield: 6.5% P/FCF: 15.4 | Total FCF: $0.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.5% | 5Y EPS CAGR: 34.5% EPS Growth: TTM -9.3% | Q/Q -23.2% Sales Growth: TTM +4.8% | Q/Q -0.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.71 | RSI: 64.2 | Short Float: 4.2% Insider Own: 2.4% | Inst Own: 95.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CPNG $27.89 Consumer Cyclical |
132.0 Fwd: 51.6 |
1.02 | 1.04 1.1 |
8.7% 1.2% |
$0.69 2.5% |
37.0% | N/A | EPS: -62.5% | Sales: +16.6% | 7.8 | 4.5 | 6.6 | N/A | 2.2 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.51 | P/B: 10.72 | EV/EBITDA: 41.5 P/FCF: 40.5 | EV/Sales: 1.44 πͺ Quality MetricsROA: 2.2% | ROIC: 5.0% | Gross Margin: 29.6% Quick Ratio: 0.82 | Cash/sh: $4.01 π° Free Cash Flow AnalysisFCF per Share: $0.69 | FCF Yield: 2.5% P/FCF: 40.5 | Total FCF: $1.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 37.0% | 5Y EPS CAGR: N/A EPS Growth: TTM -62.5% | Q/Q +33.2% Sales Growth: TTM +16.6% | Q/Q +17.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.20 | RSI: 37.1 | Short Float: 1.7% Insider Own: 26.8% | Inst Own: 60.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ROK $393.99 Industrials |
51.4 Fwd: 28.9 |
3.82 | 1.00 1.1 |
24.2% 10.4% |
$12.10 3.1% |
5.7% | -2.6% | EPS: -7.5% | Sales: +1.0% | 4.1 | 7.0 | 6.0 | N/A | 1.4 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.30 | P/B: 12.12 | EV/EBITDA: 25.6 P/FCF: 32.6 | EV/Sales: 5.69 πͺ Quality MetricsROA: 7.7% | ROIC: 13.1% | Gross Margin: 42.2% Quick Ratio: 0.77 | Cash/sh: $4.17 π° Free Cash Flow AnalysisFCF per Share: $12.10 | FCF Yield: 3.1% P/FCF: 32.6 | Total FCF: $1.36B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: -2.6% EPS Growth: TTM -7.5% | Q/Q -41.2% Sales Growth: TTM +1.0% | Q/Q +13.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 65.6 | Short Float: 1.8% Insider Own: 0.2% | Inst Own: 85.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| EA $201.92 Communication Services |
59.0 Fwd: 21.7 |
4.27 | 0.33 0.8 |
13.2% 12.2% |
$6.61 3.3% |
6.4% | -16.2% | EPS: -12.0% | Sales: -1.4% | 3.6 | 7.5 | 5.5 | N/A | 2.3 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.94 | P/B: 8.38 | EV/EBITDA: 32.1 P/FCF: 30.6 | EV/Sales: 7.03 πͺ Quality MetricsROA: 7.1% | ROIC: 11.8% | Gross Margin: 78.0% Quick Ratio: 0.84 | Cash/sh: $5.04 π° Free Cash Flow AnalysisFCF per Share: $6.61 | FCF Yield: 3.3% P/FCF: 30.6 | Total FCF: $1.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.4% | 5Y EPS CAGR: -16.2% EPS Growth: TTM -12.0% | Q/Q -50.8% Sales Growth: TTM -1.4% | Q/Q -8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.75 | RSI: 65.1 | Short Float: 1.8% Insider Own: 10.2% | Inst Own: 87.7% π’ Sector AnalysisSector: Communication Services Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.8 Dividend Weight: 15.0% Historical Weight: 0.0% |
||||||||||||||
| LIN $407.90 Basic Materials |
27.3 Fwd: 22.8 |
3.36 | 0.67 0.8 |
18.2% 21.2% |
$10.87 2.7% |
3.2% | 26.6% | EPS: +13.2% | Sales: +1.4% | 4.4 | 6.4 | 6.9 | N/A | 1.7 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.68 | P/B: 4.93 | EV/EBITDA: 16.6 P/FCF: 37.5 | EV/Sales: 6.37 πͺ Quality MetricsROA: 8.4% | ROIC: 12.4% | Gross Margin: 37.7% Quick Ratio: 0.69 | Cash/sh: $9.66 π° Free Cash Flow AnalysisFCF per Share: $10.87 | FCF Yield: 2.7% P/FCF: 37.5 | Total FCF: $5.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.2% | 5Y EPS CAGR: 26.6% EPS Growth: TTM +13.2% | Q/Q +26.9% Sales Growth: TTM +1.4% | Q/Q +3.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 30.3 | Short Float: 1.4% Insider Own: 0.5% | Inst Own: 83.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| POOL $244.27 Industrials |
22.3 Fwd: 21.0 |
4.67 | 1.01 2.6 |
29.2% 7.8% |
$10.59 4.3% |
10.7% | 12.0% | EPS: -6.0% | Sales: -0.6% | 4.1 | 6.3 | 7.5 | N/A | 2.8 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.72 | P/B: 6.61 | EV/EBITDA: 16.2 P/FCF: 23.1 | EV/Sales: 1.96 πͺ Quality MetricsROA: 11.9% | ROIC: 15.4% | Gross Margin: 29.6% Quick Ratio: 0.87 | Cash/sh: $3.45 π° Free Cash Flow AnalysisFCF per Share: $10.59 | FCF Yield: 4.3% P/FCF: 23.1 | Total FCF: $0.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.7% | 5Y EPS CAGR: 12.0% EPS Growth: TTM -6.0% | Q/Q +3.7% Sales Growth: TTM -0.6% | Q/Q +1.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 39.0 | Short Float: 9.2% Insider Own: 3.1% | Inst Own: 104.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NDAQ $89.98 Financial |
32.1 Fwd: 23.7 |
2.21 | 0.80 1.0 |
14.1% 19.9% |
$3.67 4.1% |
11.7% | 4.5% | EPS: +68.0% | Sales: +16.4% | 5.4 | 6.3 | 5.6 | N/A | 6.3 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.29 | P/B: 4.29 | EV/EBITDA: 20.5 P/FCF: 24.5 | EV/Sales: 7.38 πͺ Quality MetricsROA: 5.3% | ROIC: 7.7% | Gross Margin: 54.6% Quick Ratio: 0.99 | Cash/sh: $1.22 π° Free Cash Flow AnalysisFCF per Share: $3.67 | FCF Yield: 4.1% P/FCF: 24.5 | Total FCF: $2.10B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.7% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +68.0% | Q/Q +38.2% Sales Growth: TTM +16.4% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 61.0 | Short Float: 1.6% Insider Own: 21.0% | Inst Own: 75.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| TRI $133.94 Industrials |
34.4 Fwd: 30.0 |
3.42 | 0.21 0.6 |
14.9% 23.8% |
$4.07 3.0% |
4.2% | 9.4% | EPS: -23.5% | Sales: +3.0% | 4.0 | 7.2 | 5.6 | N/A | 0.2 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.08 | P/B: 5.13 | EV/EBITDA: 21.5 P/FCF: 32.9 | EV/Sales: 8.32 πͺ Quality MetricsROA: 9.7% | ROIC: 13.2% | Gross Margin: 26.6% Quick Ratio: 0.61 | Cash/sh: $1.39 π° Free Cash Flow AnalysisFCF per Share: $4.07 | FCF Yield: 3.0% P/FCF: 32.9 | Total FCF: $1.81B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: 9.4% EPS Growth: TTM -23.5% | Q/Q +40.3% Sales Growth: TTM +3.0% | Q/Q +3.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.82 | RSI: 34.2 | Short Float: 4.3% Insider Own: 70.0% | Inst Own: 21.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| TDY $497.68 Technology |
28.8 Fwd: 21.1 |
3.32 | 0.24 1.8 |
8.1% 13.6% |
$22.11 4.4% |
12.4% | 9.9% | EPS: -12.8% | Sales: +7.4% | 5.0 | 6.6 | 5.4 | N/A | 4.1 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.89 | P/B: 2.21 | EV/EBITDA: 18.2 P/FCF: 22.5 | EV/Sales: 4.22 πͺ Quality MetricsROA: 5.5% | ROIC: 6.5% | Gross Margin: 39.3% Quick Ratio: 1.20 | Cash/sh: $11.26 π° Free Cash Flow AnalysisFCF per Share: $22.11 | FCF Yield: 4.4% P/FCF: 22.5 | Total FCF: $1.04B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 9.9% EPS Growth: TTM -12.8% | Q/Q -16.1% Sales Growth: TTM +7.4% | Q/Q +6.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.03 | RSI: 39.1 | Short Float: 1.9% Insider Own: 1.0% | Inst Own: 95.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CW $562.96 Industrials |
45.9 Fwd: 38.4 |
3.19 | 0.45 1.8 |
18.5% 13.8% |
$14.01 2.5% |
4.6% | 8.1% | EPS: +16.0% | Sales: +9.5% | 3.6 | 7.2 | 5.9 | N/A | 2.6 | 5.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.15 | P/B: 8.26 | EV/EBITDA: 29.4 P/FCF: 40.2 | EV/Sales: 6.42 πͺ Quality MetricsROA: 9.3% | ROIC: 12.7% | Gross Margin: 37.4% Quick Ratio: 1.17 | Cash/sh: $6.11 π° Free Cash Flow AnalysisFCF per Share: $14.01 | FCF Yield: 2.5% P/FCF: 40.2 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +16.0% | Q/Q +14.7% Sales Growth: TTM +9.5% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 52.5 | Short Float: 1.0% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| EW $86.75 Healthcare |
36.9 Fwd: 30.2 |
3.75 | 0.07 4.0 |
13.6% 23.5% |
$1.39 1.6% |
4.6% | -2.4% | EPS: +65.6% | Sales: +0.2% | 4.1 | 7.2 | 5.0 | N/A | 0.5 | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.56 | P/B: 4.94 | EV/EBITDA: 26.8 P/FCF: 62.6 | EV/Sales: 8.02 πͺ Quality MetricsROA: 10.2% | ROIC: 12.7% | Gross Margin: 77.9% Quick Ratio: 3.29 | Cash/sh: $6.62 π° Free Cash Flow AnalysisFCF per Share: $1.39 | FCF Yield: 1.6% P/FCF: 62.6 | Total FCF: $0.80B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: -2.4% EPS Growth: TTM +65.6% | Q/Q +230.4% Sales Growth: TTM +0.2% | Q/Q +14.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 64.1 | Short Float: 1.7% Insider Own: 2.0% | Inst Own: 87.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ATEN $16.98 Technology |
24.9 Fwd: 18.0 |
3.53 | 1.11 3.6 |
23.9% 17.8% |
$1.00 5.9% |
4.2% | N/A | EPS: +3.5% | Sales: +10.3% | 4.8 | 6.5 | 5.5 | N/A | 0.1 | 5.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.28 | P/B: 5.90 | EV/EBITDA: 16.7 P/FCF: 16.9 | EV/Sales: 3.78 πͺ Quality MetricsROA: 9.8% | ROIC: 11.8% | Gross Margin: 79.7% Quick Ratio: 3.44 | Cash/sh: $5.17 π° Free Cash Flow AnalysisFCF per Share: $1.00 | FCF Yield: 5.9% P/FCF: 16.9 | Total FCF: $0.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +3.5% | Q/Q -1.2% Sales Growth: TTM +10.3% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 44.8 | Short Float: 9.9% Insider Own: 3.4% | Inst Own: 101.5% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| BOOT $194.11 Consumer Cyclical |
28.7 Fwd: 24.2 |
1.71 | 0.55 2.3 |
18.7% 10.1% |
$1.84 0.9% |
17.7% | 29.1% | EPS: +34.9% | Sales: +17.8% | 7.3 | 4.2 | 7.2 | N/A | 5.7 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.86 | P/B: 4.91 | EV/EBITDA: 18.8 P/FCF: 105.7 | EV/Sales: 3.15 πͺ Quality MetricsROA: 10.1% | ROIC: 11.6% | Gross Margin: 38.1% Quick Ratio: 0.27 | Cash/sh: $2.12 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.9% P/FCF: 105.7 | Total FCF: $0.06B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.7% | 5Y EPS CAGR: 29.1% EPS Growth: TTM +34.9% | Q/Q +44.2% Sales Growth: TTM +17.8% | Q/Q +18.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.58 | RSI: 60.5 | Short Float: 11.9% Insider Own: 0.7% | Inst Own: 116.1% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| BILL $49.54 Technology |
N/A Fwd: 19.3 |
N/A | 0.49 1.7 |
0.3% 0.8% |
$3.13 6.3% |
56.1% | N/A | EPS: +50.7% | Sales: +11.6% | 6.6 | 4.9 | 6.2 | N/A | 3.6 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.31 | P/B: 1.30 | EV/EBITDA: 1073.9 P/FCF: 15.8 | EV/Sales: 2.97 πͺ Quality MetricsROA: 0.1% | ROIC: 0.2% | Gross Margin: 77.9% Quick Ratio: 1.67 | Cash/sh: $24.23 π° Free Cash Flow AnalysisFCF per Share: $3.13 | FCF Yield: 6.3% P/FCF: 15.8 | Total FCF: $0.31B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 56.1% | 5Y EPS CAGR: N/A EPS Growth: TTM +50.7% | Q/Q -135.1% Sales Growth: TTM +11.6% | Q/Q +10.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 51.6 | Short Float: 16.4% Insider Own: 11.4% | Inst Own: 106.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| PSA $274.21 Real Estate |
28.5 Fwd: 26.4 |
26.63 | 1.08 1.7 |
20.0% 35.4% |
$16.69 6.1% |
10.5% | 7.8% | EPS: -0.2% | Sales: +2.3% | 3.1 | 6.5 | 7.4 | N/A | 4.8 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.05 | P/B: 9.70 | EV/EBITDA: 18.5 P/FCF: 16.4 | EV/Sales: 13.02 πͺ Quality MetricsROA: 9.5% | ROIC: 8.9% | Gross Margin: 49.0% Quick Ratio: 1.73 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $16.69 | FCF Yield: 6.1% P/FCF: 16.4 | Total FCF: $2.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.5% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.2% | Q/Q +21.2% Sales Growth: TTM +2.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.02 | RSI: 44.5 | Short Float: 2.1% Insider Own: 10.2% | Inst Own: 81.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| KEYS $196.19 Technology |
40.2 Fwd: 21.4 |
3.29 | 0.47 2.4 |
15.8% 15.7% |
$7.45 3.8% |
5.0% | 8.1% | EPS: +39.5% | Sales: +8.0% | 4.8 | 6.7 | 4.5 | N/A | 1.9 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.27 | P/B: 6.74 | EV/EBITDA: 25.5 P/FCF: 26.3 | EV/Sales: 6.44 πͺ Quality MetricsROA: 8.4% | ROIC: 9.8% | Gross Margin: 65.8% Quick Ratio: 1.78 | Cash/sh: $10.90 π° Free Cash Flow AnalysisFCF per Share: $7.45 | FCF Yield: 3.8% P/FCF: 26.3 | Total FCF: $1.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM +39.5% | Q/Q +413.7% Sales Growth: TTM +8.0% | Q/Q +10.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 68.2 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 91.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MCD $312.40 Consumer Cyclical |
26.6 Fwd: 23.6 |
3.83 | N/A 1.0 |
N/A 32.0% |
$10.35 3.3% |
3.9% | 7.7% | EPS: +2.9% | Sales: +1.3% | 4.5 | 6.4 | 5.7 | N/A | 4.3 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.47 | P/B: N/A | EV/EBITDA: 19.3 P/FCF: 30.2 | EV/Sales: 10.50 πͺ Quality MetricsROA: 14.4% | ROIC: 16.4% | Gross Margin: 57.2% Quick Ratio: 0.99 | Cash/sh: $3.39 π° Free Cash Flow AnalysisFCF per Share: $10.35 | FCF Yield: 3.3% P/FCF: 30.2 | Total FCF: $7.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 7.7% EPS Growth: TTM +2.9% | Q/Q +1.6% Sales Growth: TTM +1.3% | Q/Q +3.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.52 | RSI: 60.1 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| TYL $465.96 Technology |
64.9 Fwd: 37.1 |
4.48 | 0.18 1.0 |
9.2% 13.7% |
$14.39 3.1% |
14.5% | 10.6% | EPS: +31.4% | Sales: +10.6% | 3.2 | 7.0 | 6.0 | N/A | 8.2 | 5.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.72 | P/B: 5.56 | EV/EBITDA: 39.3 P/FCF: 32.4 | EV/Sales: 8.59 πͺ Quality MetricsROA: 6.0% | ROIC: 8.7% | Gross Margin: 43.6% Quick Ratio: 1.03 | Cash/sh: $22.10 π° Free Cash Flow AnalysisFCF per Share: $14.39 | FCF Yield: 3.1% P/FCF: 32.4 | Total FCF: $0.62B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.5% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +31.4% | Q/Q +10.8% Sales Growth: TTM +10.6% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 43.3 | Short Float: 2.8% Insider Own: 0.7% | Inst Own: 97.7% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ICE $156.29 Financial |
28.4 Fwd: 20.8 |
2.54 | 0.68 1.0 |
11.3% 26.6% |
$7.88 5.0% |
12.4% | 6.9% | EPS: +30.2% | Sales: +9.0% | 4.8 | 6.0 | 5.9 | N/A | 7.6 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.50 | P/B: 3.11 | EV/EBITDA: 16.6 P/FCF: 19.8 | EV/Sales: 8.97 πͺ Quality MetricsROA: 2.3% | ROIC: 6.8% | Gross Margin: 69.0% Quick Ratio: 1.01 | Cash/sh: $3.89 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 5.0% P/FCF: 19.8 | Total FCF: $4.49B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.4% | 5Y EPS CAGR: 6.9% EPS Growth: TTM +30.2% | Q/Q +24.9% Sales Growth: TTM +9.0% | Q/Q +7.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 55.3 | Short Float: 1.1% Insider Own: 0.7% | Inst Own: 93.8% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CME $280.87 Financial |
27.2 Fwd: 24.2 |
4.25 | 0.13 1.0 |
13.3% 58.1% |
$11.33 4.0% |
4.7% | 10.4% | EPS: +8.5% | Sales: +5.8% | 2.3 | 7.4 | 6.3 | N/A | 6.6 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 15.83 | P/B: 3.59 | EV/EBITDA: 22.8 P/FCF: 24.8 | EV/Sales: 16.02 πͺ Quality MetricsROA: 2.3% | ROIC: 11.7% | Gross Margin: 82.8% Quick Ratio: 1.02 | Cash/sh: $7.15 π° Free Cash Flow AnalysisFCF per Share: $11.33 | FCF Yield: 4.0% P/FCF: 24.8 | Total FCF: $4.08B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.7% | 5Y EPS CAGR: 10.4% EPS Growth: TTM +8.5% | Q/Q -0.6% Sales Growth: TTM +5.8% | Q/Q -3.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.28 | RSI: 60.0 | Short Float: 1.5% Insider Own: 0.4% | Inst Own: 90.9% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BSX $100.96 Healthcare |
54.0 Fwd: 29.1 |
3.34 | 0.51 1.5 |
12.7% 14.4% |
$2.58 2.6% |
9.3% | -17.8% | EPS: +54.8% | Sales: +21.6% | 4.6 | 6.3 | 5.5 | N/A | 6.7 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.73 | P/B: 6.40 | EV/EBITDA: 33.5 P/FCF: 39.1 | EV/Sales: 8.30 πͺ Quality MetricsROA: 6.9% | ROIC: 8.0% | Gross Margin: 62.6% Quick Ratio: 0.96 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $2.58 | FCF Yield: 2.6% P/FCF: 39.1 | Total FCF: $3.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.3% | 5Y EPS CAGR: -17.8% EPS Growth: TTM +54.8% | Q/Q +60.1% Sales Growth: TTM +21.6% | Q/Q +20.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.67 | RSI: 53.1 | Short Float: 1.4% Insider Own: 0.4% | Inst Own: 93.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| XYL $141.12 Industrials |
36.3 Fwd: 25.3 |
2.75 | 0.19 2.0 |
8.7% 10.7% |
$3.80 2.7% |
10.2% | 10.6% | EPS: +13.8% | Sales: +5.6% | 5.3 | 5.7 | 5.8 | N/A | 3.1 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.86 | P/B: 3.07 | EV/EBITDA: 19.7 P/FCF: 37.1 | EV/Sales: 3.99 πͺ Quality MetricsROA: 5.7% | ROIC: 7.2% | Gross Margin: 38.2% Quick Ratio: 1.50 | Cash/sh: $4.89 π° Free Cash Flow AnalysisFCF per Share: $3.80 | FCF Yield: 2.7% P/FCF: 37.1 | Total FCF: $0.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.2% | 5Y EPS CAGR: 10.6% EPS Growth: TTM +13.8% | Q/Q +4.5% Sales Growth: TTM +5.6% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 38.8 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 93.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| HUBS $361.81 Technology |
N/A Fwd: 31.5 |
N/A | 0.15 1.4 |
-0.2% -0.1% |
$12.50 3.5% |
31.2% | N/A | EPS: +75.3% | Sales: +19.2% | 6.0 | 5.0 | 6.2 | N/A | 7.5 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.34 | P/B: 10.18 | EV/EBITDA: 185.5 P/FCF: 28.9 | EV/Sales: 5.94 πͺ Quality MetricsROA: -0.1% | ROIC: -0.2% | Gross Margin: 84.1% Quick Ratio: 1.45 | Cash/sh: $28.36 π° Free Cash Flow AnalysisFCF per Share: $12.50 | FCF Yield: 3.5% P/FCF: 28.9 | Total FCF: $0.65B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.2% | 5Y EPS CAGR: N/A EPS Growth: TTM +75.3% | Q/Q +99.6% Sales Growth: TTM +19.2% | Q/Q +20.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.48 | RSI: 32.9 | Short Float: 2.2% Insider Own: 3.7% | Inst Own: 91.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| LMT $454.16 Industrials |
25.4 Fwd: 15.4 |
2.10 | 3.59 1.1 |
62.8% 5.7% |
$19.85 4.4% |
3.5% | 0.3% | EPS: -35.1% | Sales: +2.9% | 7.1 | 4.5 | 5.7 | N/A | 6.2 | 5.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.43 | P/B: 16.90 | EV/EBITDA: 16.1 P/FCF: 22.9 | EV/Sales: 1.69 πͺ Quality MetricsROA: 7.2% | ROIC: 15.7% | Gross Margin: 8.2% Quick Ratio: 0.97 | Cash/sh: $15.00 π° Free Cash Flow AnalysisFCF per Share: $19.85 | FCF Yield: 4.4% P/FCF: 22.9 | Total FCF: $4.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.5% | 5Y EPS CAGR: 0.3% EPS Growth: TTM -35.1% | Q/Q +2.2% Sales Growth: TTM +2.9% | Q/Q +8.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.25 | RSI: 36.7 | Short Float: 1.3% Insider Own: 0.1% | Inst Own: 74.0% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| UNP $230.66 Industrials |
19.6 Fwd: 18.2 |
2.68 | 1.90 0.8 |
41.6% 28.7% |
$10.14 4.4% |
2.2% | 5.8% | EPS: +8.2% | Sales: +1.1% | 5.7 | 5.4 | 5.5 | N/A | 0.3 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.57 | P/B: 7.91 | EV/EBITDA: 13.6 P/FCF: 22.8 | EV/Sales: 6.88 πͺ Quality MetricsROA: 10.3% | ROIC: 14.6% | Gross Margin: 45.8% Quick Ratio: 0.60 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $10.14 | FCF Yield: 4.4% P/FCF: 22.8 | Total FCF: $6.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.2% | 5Y EPS CAGR: 5.8% EPS Growth: TTM +8.2% | Q/Q +9.8% Sales Growth: TTM +1.1% | Q/Q +2.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.6 | Short Float: 3.5% Insider Own: 0.2% | Inst Own: 86.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| AMPH $27.36 Healthcare |
12.1 Fwd: 7.4 |
19.57 | 0.85 3.1 |
14.8% 15.4% |
$2.46 9.0% |
17.8% | 25.6% | EPS: -27.7% | Sales: -0.0% | 4.1 | 5.7 | 7.1 | N/A | 5.1 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.74 | P/B: 1.63 | EV/EBITDA: 7.7 P/FCF: 11.1 | EV/Sales: 2.26 πͺ Quality MetricsROA: 7.0% | ROIC: 7.8% | Gross Margin: 47.4% Quick Ratio: 2.21 | Cash/sh: $6.06 π° Free Cash Flow AnalysisFCF per Share: $2.46 | FCF Yield: 9.0% P/FCF: 11.1 | Total FCF: $0.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 17.8% | 5Y EPS CAGR: 25.6% EPS Growth: TTM -27.7% | Q/Q -53.3% Sales Growth: TTM -0.0% | Q/Q +0.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.90 | RSI: 60.5 | Short Float: 10.7% Insider Own: 27.3% | Inst Own: 72.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| PMTS $13.68 Financial |
11.4 Fwd: 5.4 |
N/A | N/A 2.6 |
N/A 2.8% |
$2.43 17.8% |
11.6% | N/A | EPS: -7.5% | Sales: +12.5% | 6.7 | 4.5 | 6.0 | N/A | 2.3 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.30 | P/B: N/A | EV/EBITDA: 6.3 P/FCF: 5.6 | EV/Sales: 0.89 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 30.9% Quick Ratio: 1.53 | Cash/sh: $1.40 π° Free Cash Flow AnalysisFCF per Share: $2.43 | FCF Yield: 17.8% P/FCF: 5.6 | Total FCF: $27.72B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: N/A EPS Growth: TTM -7.5% | Q/Q +78.8% Sales Growth: TTM +12.5% | Q/Q +10.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 48.5 | Short Float: 4.0% Insider Own: 49.5% | Inst Own: 25.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| PWR $460.43 Industrials |
68.3 Fwd: 37.0 |
3.96 | 0.72 1.3 |
13.2% 3.7% |
$8.40 1.8% |
14.3% | 17.2% | EPS: +24.0% | Sales: +18.7% | 3.9 | 5.6 | 7.4 | N/A | 4.1 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.52 | P/B: 8.18 | EV/EBITDA: 29.7 P/FCF: 54.8 | EV/Sales: 2.72 πͺ Quality MetricsROA: 4.9% | ROIC: 7.2% | Gross Margin: 13.4% Quick Ratio: 1.30 | Cash/sh: $4.10 π° Free Cash Flow AnalysisFCF per Share: $8.40 | FCF Yield: 1.8% P/FCF: 54.8 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: 17.2% EPS Growth: TTM +24.0% | Q/Q +15.1% Sales Growth: TTM +18.7% | Q/Q +17.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 60.7 | Short Float: 2.9% Insider Own: 1.1% | Inst Own: 94.3% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| HOLX $74.80 Healthcare |
30.1 Fwd: 15.0 |
3.65 | 0.52 3.8 |
11.1% 13.8% |
$4.13 5.5% |
1.7% | -10.0% | EPS: -25.3% | Sales: +1.7% | 4.5 | 6.3 | 5.0 | N/A | 0.5 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.07 | P/B: 3.30 | EV/EBITDA: 13.6 P/FCF: 18.1 | EV/Sales: 4.17 πͺ Quality MetricsROA: 6.2% | ROIC: 7.4% | Gross Margin: 55.8% Quick Ratio: 3.06 | Cash/sh: $9.88 π° Free Cash Flow AnalysisFCF per Share: $4.13 | FCF Yield: 5.5% P/FCF: 18.1 | Total FCF: $0.92B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.7% | 5Y EPS CAGR: -10.0% EPS Growth: TTM -25.3% | Q/Q +9.6% Sales Growth: TTM +1.7% | Q/Q +6.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.70 | RSI: 70.2 | Short Float: 1.8% Insider Own: 1.6% | Inst Own: 99.4% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MS $167.94 Financial |
17.2 Fwd: 15.9 |
1.28 | 3.92 1.6 |
15.2% 13.8% |
$6.51 3.9% |
14.8% | 8.9% | EPS: +48.2% | Sales: +7.2% | 7.6 | 4.5 | 4.5 | N/A | 2.0 | 5.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.36 | P/B: 2.67 | EV/EBITDA: N/A P/FCF: 25.8 | EV/Sales: N/A πͺ Quality MetricsROA: 1.2% | ROIC: 3.5% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $6.51 | FCF Yield: 3.9% P/FCF: 25.8 | Total FCF: $10.35B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.8% | 5Y EPS CAGR: 8.9% EPS Growth: TTM +48.2% | Q/Q +48.7% Sales Growth: TTM +7.2% | Q/Q +13.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.21 | RSI: 59.3 | Short Float: 1.1% Insider Own: 23.8% | Inst Own: 62.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BLK $1040.06 Financial |
27.0 Fwd: 19.2 |
2.25 | 0.27 4.0 |
12.6% 25.9% |
$24.65 2.4% |
7.0% | 8.1% | EPS: -3.9% | Sales: +15.8% | 5.4 | 6.0 | 4.2 | N/A | 4.8 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.22 | P/B: 3.06 | EV/EBITDA: 19.1 P/FCF: 42.2 | EV/Sales: 7.71 πͺ Quality MetricsROA: 4.1% | ROIC: 8.6% | Gross Margin: 78.6% Quick Ratio: 4.00 | Cash/sh: $61.17 π° Free Cash Flow AnalysisFCF per Share: $24.65 | FCF Yield: 2.4% P/FCF: 42.2 | Total FCF: $4.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.0% | 5Y EPS CAGR: 8.1% EPS Growth: TTM -3.9% | Q/Q -26.5% Sales Growth: TTM +15.8% | Q/Q +19.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.49 | RSI: 41.8 | Short Float: 0.9% Insider Own: 11.7% | Inst Own: 73.7% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| IEX $173.76 Industrials |
27.5 Fwd: 20.9 |
6.16 | 0.48 2.9 |
12.2% 14.0% |
$7.80 4.5% |
5.5% | 3.6% | EPS: -2.3% | Sales: +7.1% | 4.0 | 6.5 | 5.0 | N/A | 1.4 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.80 | P/B: 3.25 | EV/EBITDA: 15.7 P/FCF: 22.3 | EV/Sales: 4.19 πͺ Quality MetricsROA: 6.9% | ROIC: 8.1% | Gross Margin: 43.5% Quick Ratio: 2.06 | Cash/sh: $7.97 π° Free Cash Flow AnalysisFCF per Share: $7.80 | FCF Yield: 4.5% P/FCF: 22.3 | Total FCF: $0.58B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.5% | 5Y EPS CAGR: 3.6% EPS Growth: TTM -2.3% | Q/Q +8.3% Sales Growth: TTM +7.1% | Q/Q +10.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 63.2 | Short Float: 3.2% Insider Own: 0.2% | Inst Own: 104.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ELF $75.23 Consumer Defensive |
53.3 Fwd: 21.4 |
6.03 | 0.81 2.7 |
8.8% 5.9% |
$2.38 3.2% |
36.0% | 40.4% | EPS: -25.0% | Sales: +13.8% | 4.0 | 5.3 | 7.6 | N/A | 8.7 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.24 | P/B: 3.93 | EV/EBITDA: 27.2 P/FCF: 31.6 | EV/Sales: 3.76 πͺ Quality MetricsROA: 4.6% | ROIC: 4.0% | Gross Margin: 66.5% Quick Ratio: 1.76 | Cash/sh: $3.26 π° Free Cash Flow AnalysisFCF per Share: $2.38 | FCF Yield: 3.2% P/FCF: 31.6 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 36.0% | 5Y EPS CAGR: 40.4% EPS Growth: TTM -25.0% | Q/Q -84.5% Sales Growth: TTM +13.8% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.78 | RSI: 30.8 | Short Float: 10.7% Insider Own: 2.8% | Inst Own: 98.9% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| FISV $60.80 Technology |
9.4 Fwd: 7.2 |
6.31 | 1.21 1.1 |
13.6% 17.1% |
$8.62 14.2% |
15.0% | 25.8% | EPS: +24.9% | Sales: +5.2% | 4.1 | 5.4 | 7.3 | N/A | 8.3 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.55 | P/B: 1.30 | EV/EBITDA: 6.7 P/FCF: 7.0 | EV/Sales: 2.93 πͺ Quality MetricsROA: 4.5% | ROIC: 6.7% | Gross Margin: 60.5% Quick Ratio: 1.08 | Cash/sh: $1.99 π° Free Cash Flow AnalysisFCF per Share: $8.62 | FCF Yield: 14.2% P/FCF: 7.0 | Total FCF: $4.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 15.0% | 5Y EPS CAGR: 25.8% EPS Growth: TTM +24.9% | Q/Q +49.5% Sales Growth: TTM +5.2% | Q/Q +0.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 18.5 | Short Float: 2.0% Insider Own: 0.8% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ROP $446.08 Technology |
30.8 Fwd: 20.6 |
3.55 | 0.47 0.6 |
8.2% 20.3% |
$22.85 5.1% |
5.6% | -3.1% | EPS: +6.8% | Sales: +13.9% | 5.0 | 5.8 | 5.0 | N/A | 0.4 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.22 | P/B: 2.39 | EV/EBITDA: 18.7 P/FCF: 19.5 | EV/Sales: 7.40 πͺ Quality MetricsROA: 4.8% | ROIC: 5.4% | Gross Margin: 69.0% Quick Ratio: 0.53 | Cash/sh: $2.97 π° Free Cash Flow AnalysisFCF per Share: $22.85 | FCF Yield: 5.1% P/FCF: 19.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.6% | 5Y EPS CAGR: -3.1% EPS Growth: TTM +6.8% | Q/Q +8.0% Sales Growth: TTM +13.9% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.93 | RSI: 40.5 | Short Float: 1.1% Insider Own: 0.4% | Inst Own: 93.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| HEI $315.26 Industrials |
69.1 Fwd: 59.2 |
3.95 | 0.59 3.4 |
16.7% 15.0% |
$6.49 2.1% |
13.4% | 9.0% | EPS: +33.8% | Sales: +13.5% | 2.8 | 6.7 | 6.0 | N/A | 5.8 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.86 | P/B: 10.60 | EV/EBITDA: 34.5 P/FCF: 48.6 | EV/Sales: 9.49 πͺ Quality MetricsROA: 8.1% | ROIC: 9.8% | Gross Margin: 42.2% Quick Ratio: 1.51 | Cash/sh: $2.17 π° Free Cash Flow AnalysisFCF per Share: $6.49 | FCF Yield: 2.1% P/FCF: 48.6 | Total FCF: $0.78B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 13.4% | 5Y EPS CAGR: 9.0% EPS Growth: TTM +33.8% | Q/Q +29.3% Sales Growth: TTM +13.5% | Q/Q +15.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 51.5 | Short Float: 5.3% Insider Own: 69.5% | Inst Own: 28.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| VMC $295.08 Basic Materials |
35.1 Fwd: 30.1 |
2.45 | 0.56 2.2 |
13.6% 14.2% |
$7.98 2.7% |
8.5% | 8.2% | EPS: +32.5% | Sales: +6.5% | 5.0 | 5.7 | 5.1 | N/A | 6.4 | 5.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.95 | P/B: 4.46 | EV/EBITDA: 18.2 P/FCF: 37.0 | EV/Sales: 5.55 πͺ Quality MetricsROA: 7.2% | ROIC: 8.2% | Gross Margin: 28.2% Quick Ratio: 1.56 | Cash/sh: $1.48 π° Free Cash Flow AnalysisFCF per Share: $7.98 | FCF Yield: 2.7% P/FCF: 37.0 | Total FCF: $1.05B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.5% | 5Y EPS CAGR: 8.2% EPS Growth: TTM +32.5% | Q/Q +80.7% Sales Growth: TTM +6.5% | Q/Q +14.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 57.0 | Short Float: 3.1% Insider Own: 0.1% | Inst Own: 95.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| O $57.14 Real Estate |
53.4 Fwd: 35.8 |
2.74 | 0.74 2.2 |
2.5% 17.1% |
$3.96 6.9% |
28.9% | -6.6% | EPS: +1.8% | Sales: +11.2% | 4.5 | 5.3 | 6.4 | N/A | 5.6 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.36 | P/B: 1.35 | EV/EBITDA: 16.1 P/FCF: 14.4 | EV/Sales: 14.45 πͺ Quality MetricsROA: 1.4% | ROIC: 1.4% | Gross Margin: 48.1% Quick Ratio: 2.22 | Cash/sh: $0.45 π° Free Cash Flow AnalysisFCF per Share: $3.96 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $3.64B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.9% | 5Y EPS CAGR: -6.6% EPS Growth: TTM +1.8% | Q/Q +14.9% Sales Growth: TTM +11.2% | Q/Q +10.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 47.1 | Short Float: 4.4% Insider Own: 0.1% | Inst Own: 79.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| TDG $1355.01 Industrials |
42.2 Fwd: 29.5 |
3.29 | N/A 3.2 |
N/A 21.1% |
$32.25 2.4% |
11.6% | 31.1% | EPS: +25.4% | Sales: +11.3% | 4.1 | 5.3 | 6.7 | N/A | 5.7 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.64 | P/B: N/A | EV/EBITDA: 22.6 P/FCF: 42.0 | EV/Sales: 11.73 πͺ Quality MetricsROA: 7.7% | ROIC: 9.6% | Gross Margin: 58.1% Quick Ratio: 2.25 | Cash/sh: $49.86 π° Free Cash Flow AnalysisFCF per Share: $32.25 | FCF Yield: 2.4% P/FCF: 42.0 | Total FCF: $1.82B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: 31.1% EPS Growth: TTM +25.4% | Q/Q +34.0% Sales Growth: TTM +11.3% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.94 | RSI: 59.9 | Short Float: 2.1% Insider Own: 1.5% | Inst Own: 97.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ITW $248.99 Industrials |
24.2 Fwd: 22.2 |
35.02 | 2.79 1.5 |
91.7% 19.1% |
$9.81 3.9% |
2.4% | 8.6% | EPS: -10.9% | Sales: -0.4% | 3.9 | 5.6 | 6.4 | N/A | 0.8 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.55 | P/B: 22.52 | EV/EBITDA: 17.6 P/FCF: 25.4 | EV/Sales: 5.05 πͺ Quality MetricsROA: 18.9% | ROIC: 27.8% | Gross Margin: 43.4% Quick Ratio: 1.11 | Cash/sh: $3.19 π° Free Cash Flow AnalysisFCF per Share: $9.81 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $2.84B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 8.6% EPS Growth: TTM -10.9% | Q/Q -27.9% Sales Growth: TTM -0.4% | Q/Q +2.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.15 | RSI: 54.4 | Short Float: 2.6% Insider Own: 0.4% | Inst Own: 84.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| VICI $28.83 Real Estate |
11.0 Fwd: 10.1 |
2.42 | 0.64 1.1 |
10.4% 70.2% |
$2.30 8.0% |
33.9% | 15.5% | EPS: -2.5% | Sales: +4.3% | 6.2 | 4.0 | 6.7 | N/A | 4.7 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.76 | P/B: 1.11 | EV/EBITDA: 13.2 P/FCF: 12.5 | EV/Sales: 12.20 πͺ Quality MetricsROA: 6.1% | ROIC: 6.1% | Gross Margin: 99.2% Quick Ratio: 1.06 | Cash/sh: $0.47 π° Free Cash Flow AnalysisFCF per Share: $2.30 | FCF Yield: 8.0% P/FCF: 12.5 | Total FCF: $2.46B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 33.9% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -2.5% | Q/Q +2.0% Sales Growth: TTM +4.3% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.72 | RSI: 29.5 | Short Float: 2.6% Insider Own: 0.3% | Inst Own: 100.2% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| TMO $593.25 Healthcare |
34.3 Fwd: 24.1 |
4.61 | 0.70 1.5 |
13.1% 15.0% |
$16.27 2.7% |
10.9% | 12.5% | EPS: +8.3% | Sales: +3.2% | 4.0 | 5.6 | 6.2 | N/A | 7.6 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.10 | P/B: 4.37 | EV/EBITDA: 23.2 P/FCF: 36.5 | EV/Sales: 5.83 πͺ Quality MetricsROA: 6.5% | ROIC: 7.9% | Gross Margin: 40.5% Quick Ratio: 1.11 | Cash/sh: $9.46 π° Free Cash Flow AnalysisFCF per Share: $16.27 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $6.11B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.9% | 5Y EPS CAGR: 12.5% EPS Growth: TTM +8.3% | Q/Q +0.7% Sales Growth: TTM +3.2% | Q/Q +4.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 65.6 | Short Float: 1.5% Insider Own: 0.2% | Inst Own: 91.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| VRSK $223.89 Industrials |
34.2 Fwd: 29.3 |
3.87 | 12.98 1.2 |
270.5% 30.4% |
$8.00 3.6% |
2.0% | 19.9% | EPS: +2.0% | Sales: +7.3% | 4.0 | 4.8 | 7.9 | N/A | 1.3 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.30 | P/B: 82.83 | EV/EBITDA: 20.3 P/FCF: 28.0 | EV/Sales: 11.22 πͺ Quality MetricsROA: 16.9% | ROIC: 24.6% | Gross Margin: 58.9% Quick Ratio: 1.19 | Cash/sh: $15.13 π° Free Cash Flow AnalysisFCF per Share: $8.00 | FCF Yield: 3.6% P/FCF: 28.0 | Total FCF: $1.12B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.0% | 5Y EPS CAGR: 19.9% EPS Growth: TTM +2.0% | Q/Q +4.3% Sales Growth: TTM +7.3% | Q/Q +5.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.81 | RSI: 49.7 | Short Float: 2.4% Insider Own: 0.2% | Inst Own: 93.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| ICLR $183.65 Healthcare |
24.8 Fwd: 13.6 |
11.18 | 0.38 1.1 |
6.3% 7.4% |
$12.73 6.9% |
24.2% | 6.5% | EPS: -17.9% | Sales: -2.5% | 4.1 | 5.5 | 6.2 | N/A | 5.6 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.73 | P/B: 1.50 | EV/EBITDA: 10.6 P/FCF: 14.4 | EV/Sales: 2.11 πͺ Quality MetricsROA: 3.6% | ROIC: 4.9% | Gross Margin: 23.3% Quick Ratio: 1.06 | Cash/sh: $6.14 π° Free Cash Flow AnalysisFCF per Share: $12.73 | FCF Yield: 6.9% P/FCF: 14.4 | Total FCF: $0.97B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 6.5% EPS Growth: TTM -17.9% | Q/Q -98.7% Sales Growth: TTM -2.5% | Q/Q +0.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.25 | RSI: 64.5 | Short Float: 2.5% Insider Own: 0.8% | Inst Own: 98.0% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ATKR $66.89 Industrials |
N/A Fwd: 11.3 |
N/A | 0.67 3.0 |
-1.1% -0.6% |
$8.58 12.8% |
10.1% | N/A | EPS: -104.0% | Sales: -11.0% | 6.6 | 4.5 | 4.9 | N/A | 1.8 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 0.79 | P/B: 1.61 | EV/EBITDA: 6.7 P/FCF: 7.8 | EV/Sales: 0.94 πͺ Quality MetricsROA: -0.6% | ROIC: -0.7% | Gross Margin: 22.2% Quick Ratio: 2.13 | Cash/sh: $15.06 π° Free Cash Flow AnalysisFCF per Share: $8.58 | FCF Yield: 12.8% P/FCF: 7.8 | Total FCF: $0.29B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.1% | 5Y EPS CAGR: N/A EPS Growth: TTM -104.0% | Q/Q -179.6% Sales Growth: TTM -11.0% | Q/Q -4.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.5 | Short Float: 7.1% Insider Own: 2.0% | Inst Own: 97.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| IR $79.87 Industrials |
59.2 Fwd: 22.4 |
9.99 | 0.48 2.2 |
5.3% 7.3% |
$3.16 4.0% |
24.2% | 22.0% | EPS: -34.5% | Sales: +4.2% | 3.7 | 5.2 | 7.5 | N/A | 6.0 | 4.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.23 | P/B: 3.12 | EV/EBITDA: 18.1 P/FCF: 25.3 | EV/Sales: 4.73 πͺ Quality MetricsROA: 3.0% | ROIC: 3.7% | Gross Margin: 38.7% Quick Ratio: 1.51 | Cash/sh: $2.98 π° Free Cash Flow AnalysisFCF per Share: $3.16 | FCF Yield: 4.0% P/FCF: 25.3 | Total FCF: $1.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 24.2% | 5Y EPS CAGR: 22.0% EPS Growth: TTM -34.5% | Q/Q +12.3% Sales Growth: TTM +4.2% | Q/Q +5.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.32 | RSI: 58.7 | Short Float: 4.5% Insider Own: 0.2% | Inst Own: 104.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| WDAY $215.34 Technology |
90.4 Fwd: 20.1 |
4.23 | 0.43 1.8 |
7.3% 7.0% |
$9.68 4.5% |
18.4% | N/A | EPS: -60.8% | Sales: +13.3% | 3.9 | 5.7 | 5.9 | N/A | 9.4 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.25 | P/B: 6.41 | EV/EBITDA: 45.0 P/FCF: 22.2 | EV/Sales: 5.91 πͺ Quality MetricsROA: 3.8% | ROIC: 5.1% | Gross Margin: 75.6% Quick Ratio: 1.77 | Cash/sh: $25.66 π° Free Cash Flow AnalysisFCF per Share: $9.68 | FCF Yield: 4.5% P/FCF: 22.2 | Total FCF: $2.59B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 18.4% | 5Y EPS CAGR: N/A EPS Growth: TTM -60.8% | Q/Q +30.5% Sales Growth: TTM +13.3% | Q/Q +12.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.14 | RSI: 39.7 | Short Float: 4.7% Insider Own: 19.4% | Inst Own: 76.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| ECL $274.99 Basic Materials |
39.5 Fwd: 32.4 |
2.99 | 0.91 1.7 |
21.7% 12.5% |
$5.48 2.0% |
4.6% | 6.7% | EPS: -2.5% | Sales: +1.4% | 4.5 | 5.6 | 5.2 | N/A | 0.3 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.90 | P/B: 8.01 | EV/EBITDA: 22.6 P/FCF: 50.1 | EV/Sales: 5.34 πͺ Quality MetricsROA: 8.6% | ROIC: 10.8% | Gross Margin: 44.3% Quick Ratio: 1.33 | Cash/sh: $6.91 π° Free Cash Flow AnalysisFCF per Share: $5.48 | FCF Yield: 2.0% P/FCF: 50.1 | Total FCF: $1.55B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 4.6% | 5Y EPS CAGR: 6.7% EPS Growth: TTM -2.5% | Q/Q -20.4% Sales Growth: TTM +1.4% | Q/Q +4.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.97 | RSI: 63.4 | Short Float: 1.1% Insider Own: 10.4% | Inst Own: 81.2% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ESTC $69.94 Technology |
N/A Fwd: 25.3 |
N/A | 0.66 1.9 |
-12.8% -6.8% |
$2.87 4.1% |
28.2% | 13.2% | EPS: -265.9% | Sales: +17.0% | 6.0 | 4.5 | 5.7 | N/A | 3.4 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.58 | P/B: 8.31 | EV/EBITDA: N/A P/FCF: 24.4 | EV/Sales: 4.08 πͺ Quality MetricsROA: -4.6% | ROIC: -7.4% | Gross Margin: 75.5% Quick Ratio: 1.88 | Cash/sh: $13.28 π° Free Cash Flow AnalysisFCF per Share: $2.87 | FCF Yield: 4.1% P/FCF: 24.4 | Total FCF: $0.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 28.2% | 5Y EPS CAGR: 13.2% EPS Growth: TTM -265.9% | Q/Q -95.2% Sales Growth: TTM +17.0% | Q/Q +15.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.99 | RSI: 27.2 | Short Float: 4.7% Insider Own: 12.9% | Inst Own: 84.4% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| COF $217.47 Financial |
92.2 Fwd: 10.4 |
4.22 | 0.45 2.1 |
1.5% 1.7% |
$32.80 15.1% |
9.8% | 1.0% | EPS: -77.6% | Sales: +19.4% | 4.0 | 5.9 | 5.2 | N/A | 6.7 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.20 | P/B: 1.21 | EV/EBITDA: N/A P/FCF: 6.6 | EV/Sales: N/A πͺ Quality MetricsROA: 0.2% | ROIC: 0.7% | Gross Margin: N/A Quick Ratio: N/A | Cash/sh: $N/A π° Free Cash Flow AnalysisFCF per Share: $32.80 | FCF Yield: 15.1% P/FCF: 6.6 | Total FCF: $20.85B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.8% | 5Y EPS CAGR: 1.0% EPS Growth: TTM -77.6% | Q/Q +9.4% Sales Growth: TTM +19.4% | Q/Q +42.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 54.9 | Short Float: 1.4% Insider Own: 0.8% | Inst Own: 88.2% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| TRMB $81.27 Technology |
55.3 Fwd: 23.6 |
4.86 | 0.24 1.0 |
6.1% 9.9% |
$1.32 1.6% |
2.4% | 24.5% | EPS: -75.4% | Sales: -0.9% | 3.9 | 5.7 | 5.6 | N/A | 1.6 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.37 | P/B: 3.34 | EV/EBITDA: 26.0 P/FCF: 61.3 | EV/Sales: 5.69 πͺ Quality MetricsROA: 3.8% | ROIC: 5.0% | Gross Margin: 65.4% Quick Ratio: 0.86 | Cash/sh: $0.98 π° Free Cash Flow AnalysisFCF per Share: $1.32 | FCF Yield: 1.6% P/FCF: 61.3 | Total FCF: $0.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.4% | 5Y EPS CAGR: 24.5% EPS Growth: TTM -75.4% | Q/Q +182.1% Sales Growth: TTM -0.9% | Q/Q +2.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.60 | RSI: 57.8 | Short Float: 2.0% Insider Own: 0.4% | Inst Own: 99.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| HON $189.99 Industrials |
20.0 Fwd: 18.5 |
3.14 | 2.28 1.4 |
35.9% 15.1% |
$9.71 5.1% |
1.0% | 0.7% | EPS: +9.6% | Sales: +7.5% | 5.0 | 5.1 | 5.5 | N/A | 1.6 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.97 | P/B: 7.19 | EV/EBITDA: 14.9 P/FCF: 19.6 | EV/Sales: 3.60 πͺ Quality MetricsROA: 7.9% | ROIC: 12.8% | Gross Margin: 38.1% Quick Ratio: 1.04 | Cash/sh: $21.04 π° Free Cash Flow AnalysisFCF per Share: $9.71 | FCF Yield: 5.1% P/FCF: 19.6 | Total FCF: $6.16B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.0% | 5Y EPS CAGR: 0.7% EPS Growth: TTM +9.6% | Q/Q +32.2% Sales Growth: TTM +7.5% | Q/Q +7.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.96 | RSI: 40.9 | Short Float: 1.4% Insider Own: 0.1% | Inst Own: 77.9% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| SYK $372.29 Healthcare |
48.9 Fwd: 24.9 |
4.38 | 0.79 1.9 |
14.0% 12.1% |
$10.65 2.9% |
8.7% | 7.2% | EPS: -18.3% | Sales: +10.9% | 3.7 | 6.0 | 5.3 | N/A | 1.1 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.84 | P/B: 6.53 | EV/EBITDA: 23.3 P/FCF: 35.0 | EV/Sales: 6.41 πͺ Quality MetricsROA: 6.5% | ROIC: 8.0% | Gross Margin: 62.2% Quick Ratio: 1.13 | Cash/sh: $8.74 π° Free Cash Flow AnalysisFCF per Share: $10.65 | FCF Yield: 2.9% P/FCF: 35.0 | Total FCF: $4.07B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.7% | 5Y EPS CAGR: 7.2% EPS Growth: TTM -18.3% | Q/Q +2.7% Sales Growth: TTM +10.9% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.89 | RSI: 54.4 | Short Float: 1.2% Insider Own: 6.2% | Inst Own: 80.8% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| EMR $131.44 Industrials |
32.5 Fwd: 18.5 |
3.83 | 0.68 0.9 |
10.9% 12.7% |
$4.75 3.6% |
1.4% | 4.5% | EPS: +18.1% | Sales: +3.0% | 4.6 | 5.7 | 4.6 | N/A | 1.2 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.10 | P/B: 3.65 | EV/EBITDA: 17.1 P/FCF: 27.7 | EV/Sales: 4.78 πͺ Quality MetricsROA: 5.3% | ROIC: 7.9% | Gross Margin: 47.9% Quick Ratio: 0.65 | Cash/sh: $2.75 π° Free Cash Flow AnalysisFCF per Share: $4.75 | FCF Yield: 3.6% P/FCF: 27.7 | Total FCF: $2.67B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 1.4% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +18.1% | Q/Q -35.1% Sales Growth: TTM +3.0% | Q/Q +5.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.26 | RSI: 52.2 | Short Float: 2.9% Insider Own: 0.3% | Inst Own: 83.4% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| RSG $217.37 Industrials |
32.3 Fwd: 29.7 |
4.06 | 1.14 0.6 |
18.2% 12.8% |
$8.17 3.8% |
9.2% | 14.3% | EPS: +7.6% | Sales: +4.3% | 3.1 | 5.7 | 6.6 | N/A | 6.5 | 4.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.08 | P/B: 5.68 | EV/EBITDA: 15.4 P/FCF: 26.6 | EV/Sales: 4.89 πͺ Quality MetricsROA: 6.4% | ROIC: 8.6% | Gross Margin: 30.6% Quick Ratio: 0.56 | Cash/sh: $0.27 π° Free Cash Flow AnalysisFCF per Share: $8.17 | FCF Yield: 3.8% P/FCF: 26.6 | Total FCF: $2.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.2% | 5Y EPS CAGR: 14.3% EPS Growth: TTM +7.6% | Q/Q -2.0% Sales Growth: TTM +4.3% | Q/Q +3.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.55 | RSI: 55.4 | Short Float: 1.5% Insider Own: 35.3% | Inst Own: 60.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| TECH $64.63 Healthcare |
132.1 Fwd: 29.2 |
12.95 | 0.20 4.2 |
3.8% 6.4% |
$1.44 2.2% |
10.6% | -20.6% | EPS: -48.2% | Sales: +3.9% | 3.4 | 5.7 | 6.0 | N/A | 4.5 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.28 | P/B: 5.12 | EV/EBITDA: 27.7 P/FCF: 44.9 | EV/Sales: 8.48 πͺ Quality MetricsROA: 3.0% | ROIC: 3.3% | Gross Margin: 66.8% Quick Ratio: 2.81 | Cash/sh: $0.93 π° Free Cash Flow AnalysisFCF per Share: $1.44 | FCF Yield: 2.2% P/FCF: 44.9 | Total FCF: $0.22B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 10.6% | 5Y EPS CAGR: -20.6% EPS Growth: TTM -48.2% | Q/Q +17.1% Sales Growth: TTM +3.9% | Q/Q -1.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.45 | RSI: 61.6 | Short Float: 6.0% Insider Own: 1.2% | Inst Own: 104.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| MRVL $87.72 Technology |
N/A Fwd: 25.9 |
N/A | 0.38 1.9 |
-0.8% -1.4% |
$1.78 2.0% |
16.4% | N/A | EPS: +89.4% | Sales: +37.0% | 5.7 | 4.4 | 5.8 | N/A | 5.9 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 10.45 | P/B: 5.63 | EV/EBITDA: 45.1 P/FCF: 49.3 | EV/Sales: 10.98 πͺ Quality MetricsROA: -0.5% | ROIC: -0.6% | Gross Margin: 44.6% Quick Ratio: 1.44 | Cash/sh: $1.42 π° Free Cash Flow AnalysisFCF per Share: $1.78 | FCF Yield: 2.0% P/FCF: 49.3 | Total FCF: $1.53B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 16.4% | 5Y EPS CAGR: N/A EPS Growth: TTM +89.4% | Q/Q +200.2% Sales Growth: TTM +37.0% | Q/Q +57.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.94 | RSI: 53.8 | Short Float: 4.3% Insider Own: 0.5% | Inst Own: 81.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| CAT $573.73 Industrials |
29.4 Fwd: 25.9 |
4.49 | 2.01 1.4 |
46.3% 14.3% |
$16.15 2.8% |
3.8% | 15.5% | EPS: -9.7% | Sales: -1.5% | 3.1 | 5.4 | 6.9 | N/A | 1.8 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.15 | P/B: 13.00 | EV/EBITDA: 21.9 P/FCF: 35.5 | EV/Sales: 4.68 πͺ Quality MetricsROA: 10.3% | ROIC: 19.2% | Gross Margin: 33.5% Quick Ratio: 0.86 | Cash/sh: $16.11 π° Free Cash Flow AnalysisFCF per Share: $16.15 | FCF Yield: 2.8% P/FCF: 35.5 | Total FCF: $7.56B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.8% | 5Y EPS CAGR: 15.5% EPS Growth: TTM -9.7% | Q/Q -3.5% Sales Growth: TTM -1.5% | Q/Q +9.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.56 | RSI: 62.2 | Short Float: 1.4% Insider Own: 0.2% | Inst Own: 73.7% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| MLM $622.50 Basic Materials |
32.8 Fwd: 28.7 |
2.83 | 0.61 3.0 |
11.6% 17.3% |
$16.70 2.7% |
6.6% | 27.1% | EPS: -41.1% | Sales: +2.0% | 4.7 | 5.0 | 5.4 | N/A | 6.4 | 4.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.65 | P/B: 3.86 | EV/EBITDA: 19.9 P/FCF: 37.3 | EV/Sales: 6.53 πͺ Quality MetricsROA: 6.3% | ROIC: 7.5% | Gross Margin: 29.8% Quick Ratio: 2.07 | Cash/sh: $1.16 π° Free Cash Flow AnalysisFCF per Share: $16.70 | FCF Yield: 2.7% P/FCF: 37.3 | Total FCF: $1.01B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.6% | 5Y EPS CAGR: 27.1% EPS Growth: TTM -41.1% | Q/Q +15.8% Sales Growth: TTM +2.0% | Q/Q -2.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.16 | RSI: 57.9 | Short Float: 2.7% Insider Own: 0.7% | Inst Own: 99.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| ON $49.64 Technology |
64.8 Fwd: 17.1 |
64.14 | 0.46 5.2 |
3.9% 5.2% |
$3.40 6.8% |
5.1% | 48.2% | EPS: -81.1% | Sales: -16.1% | 4.1 | 5.1 | 6.1 | N/A | 0.7 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.23 | P/B: 2.55 | EV/EBITDA: 13.2 P/FCF: 14.6 | EV/Sales: 3.35 πͺ Quality MetricsROA: 2.4% | ROIC: 2.8% | Gross Margin: 35.1% Quick Ratio: 3.54 | Cash/sh: $7.14 π° Free Cash Flow AnalysisFCF per Share: $3.40 | FCF Yield: 6.8% P/FCF: 14.6 | Total FCF: $1.37B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.1% | 5Y EPS CAGR: 48.2% EPS Growth: TTM -81.1% | Q/Q -32.8% Sales Growth: TTM -16.1% | Q/Q -12.0% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.57 | RSI: 54.0 | Short Float: 9.8% Insider Own: 0.6% | Inst Own: 108.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| SBAC $194.79 Real Estate |
24.5 Fwd: 22.1 |
2.84 | N/A 0.5 |
N/A 30.7% |
$3.60 1.9% |
5.9% | 40.2% | EPS: +25.2% | Sales: +4.8% | 5.2 | 4.0 | 6.8 | N/A | 0.7 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 7.44 | P/B: N/A | EV/EBITDA: 17.9 P/FCF: 54.0 | EV/Sales: 11.86 πͺ Quality MetricsROA: 8.0% | ROIC: 12.2% | Gross Margin: 65.8% Quick Ratio: 0.50 | Cash/sh: $4.33 π° Free Cash Flow AnalysisFCF per Share: $3.60 | FCF Yield: 1.9% P/FCF: 54.0 | Total FCF: $0.38B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 40.2% EPS Growth: TTM +25.2% | Q/Q -8.1% Sales Growth: TTM +4.8% | Q/Q +9.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.86 | RSI: 48.0 | Short Float: 2.4% Insider Own: 1.3% | Inst Own: 100.7% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| SNPS $409.68 Technology |
32.1 Fwd: 29.4 |
3.43 | 0.55 1.6 |
6.6% 31.1% |
$7.01 1.7% |
12.8% | 33.3% | EPS: +31.6% | Sales: +3.2% | 4.8 | 4.7 | 5.7 | N/A | 9.0 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 11.84 | P/B: 2.75 | EV/EBITDA: 50.9 P/FCF: 58.4 | EV/Sales: 13.79 πͺ Quality MetricsROA: 3.9% | ROIC: 4.7% | Gross Margin: 75.2% Quick Ratio: 1.51 | Cash/sh: $13.99 π° Free Cash Flow AnalysisFCF per Share: $7.01 | FCF Yield: 1.7% P/FCF: 58.4 | Total FCF: $1.30B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.8% | 5Y EPS CAGR: 33.3% EPS Growth: TTM +31.6% | Q/Q -42.6% Sales Growth: TTM +3.2% | Q/Q +14.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 9.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.17 | RSI: 46.7 | Short Float: 2.3% Insider Own: 1.3% | Inst Own: 92.8% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| MSI $369.50 Technology |
29.6 Fwd: 22.7 |
3.54 | 4.27 1.0 |
115.8% 18.7% |
$14.50 3.9% |
6.5% | 13.3% | EPS: +35.4% | Sales: +6.2% | 4.8 | 4.2 | 6.9 | N/A | 3.0 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 5.44 | P/B: 26.47 | EV/EBITDA: 21.4 P/FCF: 25.5 | EV/Sales: 6.24 πͺ Quality MetricsROA: 12.9% | ROIC: 18.9% | Gross Margin: 50.3% Quick Ratio: 0.85 | Cash/sh: $5.37 π° Free Cash Flow AnalysisFCF per Share: $14.50 | FCF Yield: 3.9% P/FCF: 25.5 | Total FCF: $2.41B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.5% | 5Y EPS CAGR: 13.3% EPS Growth: TTM +35.4% | Q/Q +1.1% Sales Growth: TTM +6.2% | Q/Q +7.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.01 | RSI: 21.1 | Short Float: 1.3% Insider Own: 0.4% | Inst Own: 88.1% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| EXR $133.29 Real Estate |
29.8 Fwd: 27.3 |
3.59 | 1.00 1.2 |
6.9% 28.4% |
$7.81 5.9% |
20.0% | 4.5% | EPS: +17.2% | Sales: +3.4% | 4.0 | 5.0 | 6.0 | N/A | 8.0 | 4.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.84 | P/B: 2.08 | EV/EBITDA: 20.4 P/FCF: 17.1 | EV/Sales: 13.15 πͺ Quality MetricsROA: 3.3% | ROIC: 3.6% | Gross Margin: 33.9% Quick Ratio: 1.25 | Cash/sh: $0.51 π° Free Cash Flow AnalysisFCF per Share: $7.81 | FCF Yield: 5.9% P/FCF: 17.1 | Total FCF: $1.73B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 20.0% | 5Y EPS CAGR: 4.5% EPS Growth: TTM +17.2% | Q/Q -14.2% Sales Growth: TTM +3.4% | Q/Q +4.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.27 | RSI: 46.0 | Short Float: 2.2% Insider Own: 1.0% | Inst Own: 98.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| DHR $228.46 Healthcare |
47.0 Fwd: 27.2 |
6.32 | 0.36 1.5 |
6.8% 14.4% |
$7.10 3.1% |
5.9% | 9.0% | EPS: -7.6% | Sales: +2.2% | 3.7 | 5.6 | 5.0 | N/A | 2.4 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.65 | P/B: 3.16 | EV/EBITDA: 22.5 P/FCF: 32.2 | EV/Sales: 7.34 πͺ Quality MetricsROA: 4.4% | ROIC: 5.2% | Gross Margin: 61.8% Quick Ratio: 1.10 | Cash/sh: $2.16 π° Free Cash Flow AnalysisFCF per Share: $7.10 | FCF Yield: 3.1% P/FCF: 32.2 | Total FCF: $5.02B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.9% | 5Y EPS CAGR: 9.0% EPS Growth: TTM -7.6% | Q/Q +13.4% Sales Growth: TTM +2.2% | Q/Q +4.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.88 | RSI: 65.1 | Short Float: 1.1% Insider Own: 8.9% | Inst Own: 82.1% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| CELH $40.78 Consumer Defensive |
448.6 Fwd: 27.0 |
7.44 | 0.29 1.8 |
3.1% 1.1% |
$2.03 5.0% |
78.3% | 54.3% | EPS: -87.0% | Sales: +55.1% | 3.2 | 4.7 | 7.5 | N/A | 5.4 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.95 | P/B: 8.74 | EV/EBITDA: 31.2 P/FCF: 20.1 | EV/Sales: 5.74 πͺ Quality MetricsROA: 1.9% | ROIC: 0.6% | Gross Margin: 50.3% Quick Ratio: 1.56 | Cash/sh: $3.62 π° Free Cash Flow AnalysisFCF per Share: $2.03 | FCF Yield: 5.0% P/FCF: 20.1 | Total FCF: $0.52B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 78.3% | 5Y EPS CAGR: 54.3% EPS Growth: TTM -87.0% | Q/Q -11325.0% Sales Growth: TTM +55.1% | Q/Q +172.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.04 | RSI: 33.2 | Short Float: 8.9% Insider Own: 30.2% | Inst Own: 63.6% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| WMT $109.10 Consumer Defensive |
38.2 Fwd: 36.8 |
3.94 | 0.71 0.8 |
24.9% 3.3% |
$1.91 1.8% |
5.4% | 6.8% | EPS: +17.3% | Sales: +4.3% | 4.0 | 4.8 | 6.0 | N/A | 8.5 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.24 | P/B: 9.66 | EV/EBITDA: 21.8 P/FCF: 57.0 | EV/Sales: 1.33 πͺ Quality MetricsROA: 8.3% | ROIC: 15.3% | Gross Margin: 25.9% Quick Ratio: 0.24 | Cash/sh: $1.33 π° Free Cash Flow AnalysisFCF per Share: $1.91 | FCF Yield: 1.8% P/FCF: 57.0 | Total FCF: $15.26B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.4% | 5Y EPS CAGR: 6.8% EPS Growth: TTM +17.3% | Q/Q +36.0% Sales Growth: TTM +4.3% | Q/Q +5.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.64 | RSI: 64.0 | Short Float: 0.9% Insider Own: 45.4% | Inst Own: 36.3% π’ Sector AnalysisSector: Consumer Defensive Growth Expectations: Low P/E Thresholds: [18, 24, 30, 40] Debt Tolerance: 0.8 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| CSGP $67.82 Real Estate |
1319.5 Fwd: 48.9 |
37.61 | 0.13 3.1 |
0.2% 0.7% |
$0.65 1.0% |
14.3% | -16.9% | EPS: -87.9% | Sales: +14.6% | 2.0 | 5.8 | 6.4 | N/A | 8.3 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.40 | P/B: 3.34 | EV/EBITDA: 181.1 P/FCF: 103.9 | EV/Sales: 9.11 πͺ Quality MetricsROA: 0.2% | ROIC: 0.2% | Gross Margin: 76.4% Quick Ratio: 3.11 | Cash/sh: $4.80 π° Free Cash Flow AnalysisFCF per Share: $0.65 | FCF Yield: 1.0% P/FCF: 103.9 | Total FCF: $0.28B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 14.3% | 5Y EPS CAGR: -16.9% EPS Growth: TTM -87.9% | Q/Q -156.7% Sales Growth: TTM +14.6% | Q/Q +20.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 8.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.83 | RSI: 40.2 | Short Float: 4.3% Insider Own: 1.2% | Inst Own: 99.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| FROG $60.97 Technology |
N/A Fwd: 69.2 |
N/A | 0.01 2.1 |
-9.9% -15.9% |
$1.19 2.0% |
32.5% | -60.3% | EPS: -32.5% | Sales: +22.7% | 4.7 | 4.6 | 5.3 | N/A | 3.5 | 4.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.35 | P/B: 8.39 | EV/EBITDA: N/A P/FCF: 51.2 | EV/Sales: 13.08 πͺ Quality MetricsROA: -6.8% | ROIC: -9.2% | Gross Margin: 75.3% Quick Ratio: 2.12 | Cash/sh: $5.51 π° Free Cash Flow AnalysisFCF per Share: $1.19 | FCF Yield: 2.0% P/FCF: 51.2 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 32.5% | 5Y EPS CAGR: -60.3% EPS Growth: TTM -32.5% | Q/Q +32.4% Sales Growth: TTM +22.7% | Q/Q +25.5% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 61.3 | Short Float: 1.7% Insider Own: 14.0% | Inst Own: 73.2% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| DDOG $158.40 Technology |
536.6 Fwd: 68.4 |
33.64 | 0.37 3.6 |
3.5% 3.3% |
$2.68 1.7% |
49.2% | N/A | EPS: -46.1% | Sales: +26.6% | 2.4 | 5.5 | 6.4 | N/A | 6.6 | 4.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 17.30 | P/B: 16.15 | EV/EBITDA: 723.8 P/FCF: 59.1 | EV/Sales: 16.40 πͺ Quality MetricsROA: 2.0% | ROIC: 2.3% | Gross Margin: 79.9% Quick Ratio: 3.61 | Cash/sh: $11.81 π° Free Cash Flow AnalysisFCF per Share: $2.68 | FCF Yield: 1.7% P/FCF: 59.1 | Total FCF: $0.94B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 49.2% | 5Y EPS CAGR: N/A EPS Growth: TTM -46.1% | Q/Q -35.3% Sales Growth: TTM +26.6% | Q/Q +28.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.6 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.23 | RSI: 41.7 | Short Float: 3.1% Insider Own: 9.4% | Inst Own: 82.3% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| IQV $231.80 Healthcare |
31.8 Fwd: 17.9 |
3.65 | 2.47 0.7 |
19.6% 8.1% |
$12.99 5.6% |
6.8% | 50.9% | EPS: -4.7% | Sales: +3.9% | 4.8 | 3.8 | 6.7 | N/A | 2.1 | 4.4 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.48 | P/B: 6.41 | EV/EBITDA: 15.6 P/FCF: 17.9 | EV/Sales: 3.32 πͺ Quality MetricsROA: 4.6% | ROIC: 6.7% | Gross Margin: 26.7% Quick Ratio: 0.70 | Cash/sh: $11.58 π° Free Cash Flow AnalysisFCF per Share: $12.99 | FCF Yield: 5.6% P/FCF: 17.9 | Total FCF: $2.21B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.8% | 5Y EPS CAGR: 50.9% EPS Growth: TTM -4.7% | Q/Q +24.6% Sales Growth: TTM +3.9% | Q/Q +5.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.36 | RSI: 71.8 | Short Float: 3.0% Insider Own: 0.9% | Inst Own: 99.9% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| RTX $173.19 Industrials |
35.6 Fwd: 25.5 |
3.61 | 0.63 1.1 |
10.5% 7.7% |
$3.91 2.3% |
12.2% | -11.1% | EPS: +39.6% | Sales: +8.8% | 4.4 | 4.6 | 5.2 | N/A | 6.2 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.70 | P/B: 3.60 | EV/EBITDA: 21.0 P/FCF: 44.3 | EV/Sales: 3.13 πͺ Quality MetricsROA: 4.0% | ROIC: 6.3% | Gross Margin: 20.1% Quick Ratio: 0.81 | Cash/sh: $4.45 π° Free Cash Flow AnalysisFCF per Share: $3.91 | FCF Yield: 2.3% P/FCF: 44.3 | Total FCF: $5.24B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 12.2% | 5Y EPS CAGR: -11.1% EPS Growth: TTM +39.6% | Q/Q +29.1% Sales Growth: TTM +8.8% | Q/Q +11.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.44 | RSI: 50.6 | Short Float: 0.8% Insider Own: 0.1% | Inst Own: 80.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| TSLA $426.58 Consumer Cyclical |
285.0 Fwd: 193.7 |
35.72 | 0.17 2.1 |
7.0% 5.5% |
$2.05 0.5% |
31.8% | N/A | EPS: -59.1% | Sales: -1.6% | 2.0 | 5.4 | 6.6 | N/A | 7.8 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 14.84 | P/B: 17.73 | EV/EBITDA: 128.0 P/FCF: 207.6 | EV/Sales: 14.55 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 17.0% Quick Ratio: 1.67 | Cash/sh: $12.70 π° Free Cash Flow AnalysisFCF per Share: $2.05 | FCF Yield: 0.5% P/FCF: 207.6 | Total FCF: $6.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.8% | 5Y EPS CAGR: N/A EPS Growth: TTM -59.1% | Q/Q -37.2% Sales Growth: TTM -1.6% | Q/Q +11.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.88 | RSI: 51.3 | Short Float: 3.0% Insider Own: 28.2% | Inst Own: 48.8% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| LHX $276.14 Industrials |
29.6 Fwd: 21.9 |
9.21 | 0.61 1.1 |
9.1% 8.1% |
$10.10 3.7% |
2.9% | 16.5% | EPS: +47.0% | Sales: +2.8% | 4.0 | 4.5 | 5.7 | N/A | 5.9 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.38 | P/B: 2.65 | EV/EBITDA: 17.4 P/FCF: 27.3 | EV/Sales: 2.91 πͺ Quality MetricsROA: 4.2% | ROIC: 5.8% | Gross Margin: 22.3% Quick Ratio: 0.95 | Cash/sh: $1.81 π° Free Cash Flow AnalysisFCF per Share: $10.10 | FCF Yield: 3.7% P/FCF: 27.3 | Total FCF: $1.89B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 2.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +47.0% | Q/Q +17.0% Sales Growth: TTM +2.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.66 | RSI: 37.2 | Short Float: 1.3% Insider Own: 0.3% | Inst Own: 88.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| NOC $567.11 Industrials |
20.4 Fwd: 19.6 |
3.26 | 1.09 1.1 |
26.1% 9.8% |
$12.85 2.3% |
3.9% | 16.5% | EPS: +72.3% | Sales: -0.1% | 5.0 | 3.7 | 6.1 | N/A | 6.1 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.98 | P/B: 5.06 | EV/EBITDA: 17.3 P/FCF: 44.1 | EV/Sales: 2.36 πͺ Quality MetricsROA: 8.2% | ROIC: 12.2% | Gross Margin: 19.4% Quick Ratio: 0.97 | Cash/sh: $13.71 π° Free Cash Flow AnalysisFCF per Share: $12.85 | FCF Yield: 2.3% P/FCF: 44.1 | Total FCF: $1.83B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 3.9% | 5Y EPS CAGR: 16.5% EPS Growth: TTM +72.3% | Q/Q +9.4% Sales Growth: TTM -0.1% | Q/Q +4.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.05 | RSI: 42.6 | Short Float: 1.2% Insider Own: 0.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| SHW $343.39 Basic Materials |
33.5 Fwd: 27.3 |
4.32 | 3.25 0.8 |
59.9% 11.1% |
$9.79 2.9% |
5.2% | 13.9% | EPS: +2.0% | Sales: +1.0% | 3.0 | 4.5 | 7.1 | N/A | 6.8 | 4.3 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.66 | P/B: 19.24 | EV/EBITDA: 22.2 P/FCF: 35.1 | EV/Sales: 4.27 πͺ Quality MetricsROA: 10.2% | ROIC: 16.0% | Gross Margin: 48.9% Quick Ratio: 0.52 | Cash/sh: $0.97 π° Free Cash Flow AnalysisFCF per Share: $9.79 | FCF Yield: 2.9% P/FCF: 35.1 | Total FCF: $2.43B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.2% | 5Y EPS CAGR: 13.9% EPS Growth: TTM +2.0% | Q/Q +5.4% Sales Growth: TTM +1.0% | Q/Q +3.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.8 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.24 | RSI: 55.4 | Short Float: 1.9% Insider Own: 7.2% | Inst Own: 83.5% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| BRK-B $511.23 Financial |
16.4 Fwd: 23.5 |
48.08 | 0.22 5.9 |
10.2% 18.1% |
$8.95 1.8% |
7.8% | 4.4% | EPS: -36.8% | Sales: +0.6% | 3.1 | 5.8 | 3.8 | N/A | 7.1 | 4.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.97 | P/B: 1.58 | EV/EBITDA: 11.7 P/FCF: 57.1 | EV/Sales: 2.35 πͺ Quality MetricsROA: 5.7% | ROIC: 8.2% | Gross Margin: 24.9% Quick Ratio: 5.59 | Cash/sh: $176.83 π° Free Cash Flow AnalysisFCF per Share: $8.95 | FCF Yield: 1.8% P/FCF: 57.1 | Total FCF: $19.32B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.8% | 5Y EPS CAGR: 4.4% EPS Growth: TTM -36.8% | Q/Q +17.2% Sales Growth: TTM +0.6% | Q/Q +2.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 7.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.71 | RSI: 63.9 | Short Float: 0.9% Insider Own: 36.6% | Inst Own: 41.6% π’ Sector AnalysisSector: Financial Growth Expectations: Moderate P/E Thresholds: [10, 13, 18, 25] Debt Tolerance: 8.0 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| HD $355.47 Consumer Cyclical |
24.2 Fwd: 23.1 |
7.77 | 5.40 1.1 |
162.9% 8.8% |
$13.99 3.9% |
7.7% | 7.8% | EPS: -0.4% | Sales: +7.5% | 3.9 | 3.9 | 6.5 | N/A | 5.0 | 4.1 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 2.13 | P/B: 29.19 | EV/EBITDA: 16.4 P/FCF: 25.4 | EV/Sales: 2.51 πͺ Quality MetricsROA: 14.3% | ROIC: 21.9% | Gross Margin: 31.4% Quick Ratio: 0.29 | Cash/sh: $1.69 π° Free Cash Flow AnalysisFCF per Share: $13.99 | FCF Yield: 3.9% P/FCF: 25.4 | Total FCF: $13.93B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.7% | 5Y EPS CAGR: 7.8% EPS Growth: TTM -0.4% | Q/Q -1.5% Sales Growth: TTM +7.5% | Q/Q +2.8% π Historical FundamentalsHistorical Score: N/A Trust Factor: 5.0 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.06 | RSI: 44.2 | Short Float: 1.0% Insider Own: 0.1% | Inst Own: 73.5% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ABBV $227.66 Healthcare |
171.8 Fwd: 15.9 |
10.66 | N/A 0.7 |
138.5% 3.9% |
$11.14 4.9% |
11.1% | -14.7% | EPS: -53.8% | Sales: +7.4% | 3.6 | 4.0 | 6.0 | N/A | 4.2 | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.75 | P/B: N/A | EV/EBITDA: 17.0 P/FCF: 20.4 | EV/Sales: 7.80 πͺ Quality MetricsROA: 1.7% | ROIC: 3.9% | Gross Margin: 69.7% Quick Ratio: 0.60 | Cash/sh: $3.21 π° Free Cash Flow AnalysisFCF per Share: $11.14 | FCF Yield: 4.9% P/FCF: 20.4 | Total FCF: $19.68B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.1% | 5Y EPS CAGR: -14.7% EPS Growth: TTM -53.8% | Q/Q -88.7% Sales Growth: TTM +7.4% | Q/Q +9.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 4.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.34 | RSI: 49.6 | Short Float: 1.1% Insider Own: 0.1% | Inst Own: 74.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DKS $207.41 Consumer Cyclical |
16.7 Fwd: 13.9 |
2.88 | 1.39 1.6 |
23.8% 6.9% |
$1.57 0.8% |
9.0% | 33.3% | EPS: -11.6% | Sales: +10.9% | 5.9 | 2.4 | 6.2 | N/A | 6.5 | 4.0 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 1.25 | P/B: 4.89 | EV/EBITDA: 13.0 P/FCF: 132.5 | EV/Sales: 1.71 πͺ Quality MetricsROA: 7.3% | ROIC: 8.3% | Gross Margin: 37.4% Quick Ratio: 0.37 | Cash/sh: $9.16 π° Free Cash Flow AnalysisFCF per Share: $1.57 | FCF Yield: 0.8% P/FCF: 132.5 | Total FCF: $0.14B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 9.0% | 5Y EPS CAGR: 33.3% EPS Growth: TTM -11.6% | Q/Q -68.8% Sales Growth: TTM +10.9% | Q/Q +36.3% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.19 | RSI: 39.7 | Short Float: 7.2% Insider Own: 28.6% | Inst Own: 72.2% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| AMT $181.24 Real Estate |
28.9 Fwd: 26.2 |
1.93 | 11.39 0.6 |
77.4% 28.1% |
$7.88 4.3% |
6.0% | 2.6% | EPS: +163.9% | Sales: -5.3% | 6.1 | 2.6 | 5.2 | N/A | 0.9 | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 8.12 | P/B: 21.47 | EV/EBITDA: 19.6 P/FCF: 23.0 | EV/Sales: 12.87 πͺ Quality MetricsROA: 4.6% | ROIC: 6.4% | Gross Margin: 54.9% Quick Ratio: 0.59 | Cash/sh: $4.49 π° Free Cash Flow AnalysisFCF per Share: $7.88 | FCF Yield: 4.3% P/FCF: 23.0 | Total FCF: $3.69B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.0% | 5Y EPS CAGR: 2.6% EPS Growth: TTM +163.9% | Q/Q +207.3% Sales Growth: TTM -5.3% | Q/Q +7.7% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.91 | RSI: 46.6 | Short Float: 1.3% Insider Own: 0.2% | Inst Own: 94.9% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| EXAS $101.45 Healthcare |
N/A Fwd: 277.6 |
N/A | 1.01 2.7 |
-34.5% -32.0% |
$1.30 1.3% |
25.8% | -54.2% | EPS: -353.7% | Sales: +14.5% | 4.3 | 3.5 | 5.5 | N/A | 2.1 | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 6.25 | P/B: 7.68 | EV/EBITDA: 212.9 P/FCF: 77.9 | EV/Sales: 6.74 πͺ Quality MetricsROA: -15.6% | ROIC: -19.7% | Gross Margin: 69.4% Quick Ratio: 2.44 | Cash/sh: $5.29 π° Free Cash Flow AnalysisFCF per Share: $1.30 | FCF Yield: 1.3% P/FCF: 77.9 | Total FCF: $0.25B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 25.8% | 5Y EPS CAGR: -54.2% EPS Growth: TTM -353.7% | Q/Q +50.0% Sales Growth: TTM +14.5% | Q/Q +20.1% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.1 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.35 | RSI: 91.2 | Short Float: 4.0% Insider Own: 1.6% | Inst Own: 94.6% π’ Sector AnalysisSector: Healthcare Growth Expectations: Moderate P/E Thresholds: [22, 30, 45, 65] Debt Tolerance: 0.6 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| ORCL $204.96 Technology |
47.5 Fwd: 25.6 |
2.19 | 4.62 0.6 |
71.2% 21.1% |
N/A N/A |
8.0% | 7.1% | EPS: +11.2% | Sales: +9.7% | 7.0 | 2.0 | 5.0 | N/A | 3.9 | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.90 | P/B: 24.11 | EV/EBITDA: 27.2 P/FCF: N/A | EV/Sales: 11.61 πͺ Quality MetricsROA: 7.7% | ROIC: 10.0% | Gross Margin: 66.1% Quick Ratio: 0.62 | Cash/sh: $3.86 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.0% | 5Y EPS CAGR: 7.1% EPS Growth: TTM +11.2% | Q/Q -2.1% Sales Growth: TTM +9.7% | Q/Q +12.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.9 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.68 | RSI: 31.8 | Short Float: 1.4% Insider Own: 40.9% | Inst Own: 45.0% π’ Sector AnalysisSector: Technology Growth Expectations: High P/E Thresholds: [25, 35, 50, 70] Debt Tolerance: 0.4 Dividend Weight: 10.0% Historical Weight: 0.0% |
||||||||||||||
| GATX $160.32 Industrials |
18.7 Fwd: 16.4 |
2.02 | 3.32 1.8 |
11.9% 18.0% |
N/A N/A |
5.7% | 6.0% | EPS: +13.6% | Sales: +10.7% | 7.0 | 2.2 | 4.6 | N/A | 0.2 | 3.9 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.36 | P/B: 2.10 | EV/EBITDA: 14.6 P/FCF: N/A | EV/Sales: 8.24 πͺ Quality MetricsROA: 2.4% | ROIC: 2.7% | Gross Margin: 48.8% Quick Ratio: 1.82 | Cash/sh: $19.51 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 5.7% | 5Y EPS CAGR: 6.0% EPS Growth: TTM +13.6% | Q/Q -7.8% Sales Growth: TTM +10.7% | Q/Q +8.4% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.2 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.18 | RSI: 54.1 | Short Float: 2.6% Insider Own: 1.2% | Inst Own: 102.1% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| APD $258.96 Basic Materials |
N/A Fwd: 18.5 |
N/A | 1.23 1.4 |
-2.4% -3.3% |
N/A N/A |
6.3% | N/A | EPS: -110.3% | Sales: -0.5% | 5.2 | 3.3 | 4.6 | N/A | 0.5 | 3.8 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 4.79 | P/B: 3.84 | EV/EBITDA: 17.6 P/FCF: N/A | EV/Sales: 6.36 πͺ Quality MetricsROA: -1.0% | ROIC: -1.2% | Gross Margin: 31.5% Quick Ratio: 1.20 | Cash/sh: $8.34 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 6.3% | 5Y EPS CAGR: N/A EPS Growth: TTM -110.3% | Q/Q -99.8% Sales Growth: TTM -0.5% | Q/Q -0.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 0.5 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.85 | RSI: 52.9 | Short Float: 2.4% Insider Own: 0.4% | Inst Own: 94.6% π’ Sector AnalysisSector: Basic Materials Growth Expectations: Cyclical P/E Thresholds: [12, 16, 24, 35] Debt Tolerance: 1.1 Dividend Weight: 30.0% Historical Weight: 0.0% |
||||||||||||||
| WM $217.35 Industrials |
34.2 Fwd: 26.1 |
3.64 | 2.45 0.8 |
29.3% 10.3% |
$5.96 2.7% |
7.4% | 11.8% | EPS: -3.1% | Sales: +15.9% | 4.4 | 2.9 | 5.8 | N/A | 6.7 | 3.7 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.53 | P/B: 9.20 | EV/EBITDA: 15.2 P/FCF: 36.5 | EV/Sales: 4.47 πͺ Quality MetricsROA: 6.4% | ROIC: 8.0% | Gross Margin: 28.9% Quick Ratio: 0.80 | Cash/sh: $0.58 π° Free Cash Flow AnalysisFCF per Share: $5.96 | FCF Yield: 2.7% P/FCF: 36.5 | Total FCF: $2.40B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 7.4% | 5Y EPS CAGR: 11.8% EPS Growth: TTM -3.1% | Q/Q -20.9% Sales Growth: TTM +15.9% | Q/Q +14.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 6.7 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.58 | RSI: 60.9 | Short Float: 1.1% Insider Own: 0.2% | Inst Own: 82.8% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||
| QSR $72.22 Consumer Cyclical |
25.7 Fwd: 18.0 |
2.72 | 4.69 1.1 |
28.1% 9.9% |
$3.06 4.2% |
8.4% | 5.8% | EPS: -29.9% | Sales: +16.8% | 5.7 | 2.1 | 5.3 | N/A | 3.3 | 3.6 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 3.55 | P/B: 7.00 | EV/EBITDA: 18.0 P/FCF: 23.6 | EV/Sales: 5.32 πͺ Quality MetricsROA: 3.7% | ROIC: 4.9% | Gross Margin: 44.8% Quick Ratio: 0.98 | Cash/sh: $2.65 π° Free Cash Flow AnalysisFCF per Share: $3.06 | FCF Yield: 4.2% P/FCF: 23.6 | Total FCF: $1.39B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 8.4% | 5Y EPS CAGR: 5.8% EPS Growth: TTM -29.9% | Q/Q +21.7% Sales Growth: TTM +16.8% | Q/Q +6.9% π Historical FundamentalsHistorical Score: N/A Trust Factor: 3.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 0.60 | RSI: 66.9 | Short Float: 4.3% Insider Own: 6.9% | Inst Own: 90.4% π’ Sector AnalysisSector: Consumer Cyclical Growth Expectations: Moderate P/E Thresholds: [20, 28, 38, 55] Debt Tolerance: 1.0 Dividend Weight: 20.0% Historical Weight: 0.0% |
||||||||||||||
| DLR $158.91 Real Estate |
41.0 Fwd: 97.0 |
4.55 | 0.85 8.1 |
6.3% 23.0% |
N/A N/A |
11.6% | -7.3% | EPS: +216.8% | Sales: +7.8% | 2.2 | 4.0 | 5.3 | N/A | 2.4 | 3.5 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 9.23 | P/B: 2.45 | EV/EBITDA: 26.9 P/FCF: N/A | EV/Sales: 12.43 πͺ Quality MetricsROA: 3.0% | ROIC: 3.2% | Gross Margin: 24.0% Quick Ratio: 8.05 | Cash/sh: $9.61 π° Free Cash Flow AnalysisFCF per Share: N/A | FCF Yield: N/A P/FCF: N/A | Total FCF: N/A π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 11.6% | 5Y EPS CAGR: -7.3% EPS Growth: TTM +216.8% | Q/Q +60.2% Sales Growth: TTM +7.8% | Q/Q +10.2% π Historical FundamentalsHistorical Score: N/A Trust Factor: 2.4 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.13 | RSI: 39.0 | Short Float: 2.7% Insider Own: 0.2% | Inst Own: 100.6% π’ Sector AnalysisSector: Real Estate Growth Expectations: Low P/E Thresholds: [15, 20, 28, 40] Debt Tolerance: 2.0 Dividend Weight: 45.0% Historical Weight: 0.0% |
||||||||||||||
| AXON $533.17 Industrials |
168.8 Fwd: 70.2 |
9.60 | 0.69 3.1 |
10.0% 10.1% |
$1.84 0.3% |
31.4% | 218.2% | EPS: -15.3% | Sales: +31.8% | 1.8 | 3.2 | 6.3 | N/A | 1.3 | 3.2 |
|
π Active Profile: Combined Performance-Weighted Portfolio Modern weights: Greenblatt (30%), Lynch (28%), Piotroski (22%), Fama (13%), Buffett (7%) βοΈ Weights: Quality: 45%, Growth: 20%, Valuation: 28%, Historical: 7% π Valuation DetailsP/S: 16.45 | P/B: 13.89 | EV/EBITDA: 838.0 P/FCF: 290.1 | EV/Sales: 16.31 πͺ Quality MetricsROA: 4.8% | ROIC: 5.3% | Gross Margin: 60.3% Quick Ratio: 2.89 | Cash/sh: $31.14 π° Free Cash Flow AnalysisFCF per Share: $1.84 | FCF Yield: 0.3% P/FCF: 290.1 | Total FCF: $0.15B π‘ FCF shows actual cash generation ability - crucial for dividends and growth funding π Growth Trends5Y Sales CAGR: 31.4% | 5Y EPS CAGR: 218.2% EPS Growth: TTM -15.3% | Q/Q -103.2% Sales Growth: TTM +31.8% | Q/Q +30.6% π Historical FundamentalsHistorical Score: N/A Trust Factor: 1.3 # ADD THISWeight in Total Score: 0.0% Data Available: β No π‘ Historical score reflects long-term fundamental consistency and quality π― Market PositionBeta: 1.43 | RSI: 27.4 | Short Float: 2.6% Insider Own: 5.2% | Inst Own: 82.2% π’ Sector AnalysisSector: Industrials Growth Expectations: Moderate P/E Thresholds: [18, 24, 32, 45] Debt Tolerance: 0.9 Dividend Weight: 25.0% Historical Weight: 0.0% |
||||||||||||||